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Insurance Account Manager
2 months ago
Position Overview:
The Insurance Specialist plays a crucial role in facilitating the agency's efforts to secure commercial accounts with various insurance providers. This position demands a commitment to the agency's standards of client service, professionalism, and a positive work ethic.
Key Responsibilities:
- Support Producers in achieving their production targets while ensuring that the risks align with the agency's underwriting criteria and the commitments of the insurance carriers.
- Evaluate, analyze, and submit applications to insurance providers, offering insights to the Producer regarding the most effective and appropriate insurance solutions.
- Engage in negotiations with insurance companies to secure optimal coverage at competitive rates.
- Assist the sales team in crafting the insurance program for client presentations.
- Generate quotes and proposals for new business opportunities.
- Participate in regular sales meetings to review current market trends and provide updates on ongoing projects, contributing to sales strategies.
- Maintain marketing protocols and suggest enhancements to Agency Owners and/or other Department Managers.
- Meet with representatives from insurance companies to stay informed about market dynamics.
Qualifications:
A college degree or equivalent experience in the insurance sector is required.
Experience: A minimum of three years of marketing experience within the insurance industry is essential.
Skills and Competencies:
Excellent verbal and written communication skills are necessary.
Proficiency in training and development is required.
Ability to organize, coordinate, and manage workflow effectively.
Familiarity with all relevant hardware and software is essential.
