Insurance Account Manager

4 weeks ago

Burlington, Vermont, United States World Insurance Associates LLC Full time

Position Summary

This role supports the Account Executive in managing client relationships and ensuring client satisfaction.

Key Responsibilities

  • Collaborate with insurance producers to meet client needs and provide exceptional service.
  • Assist Account Managers in managing a high volume of work, ensuring timely completion of tasks and accuracy.
  • Update client policies in Epic and carrier systems, including changes to coverage, mortgagee information, and policy details.
  • Handle client inquiries, renewals, claims, billing, and new policy requests.
  • Review client applications, policies, endorsements, and audits for accuracy and completeness.
  • Coordinate with the department manager to obtain renewal business information and ensure timely follow-up.
  • Build strong relationships with clients by providing advocacy, excellent service, and professional communication.

Qualifications

  • Bachelor's degree or equivalent work experience, preferred.
  • Minimum two years of experience in Personal Lines account management or support.
  • Property & Casualty License required, or agreement to obtain within 3-6 months of employment.
  • Strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint).
  • Experience with Applied/Epic or similar agency management software, preferred.
  • Able to work independently and interact effectively with team members.
  • Self-motivated and driven, with a sense of urgency and ability to meet deadlines.
  • Effective written and verbal communication skills, including active listening and problem-solving.
  • Ability to multitask, prioritize, and use discretion when handling sensitive information.
  • Professional demeanor and positive attitude.

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