Insurance Portfolio Manager

1 month ago

Worthington, Minnesota, United States First MainStreet Insurance, L.C. Full time

Job Title: Insurance Portfolio Manager

Job Summary:

An Insurance Portfolio Manager is responsible for maintaining strong relationships with clients by providing them with exceptional insurance protection services. They will manage a portfolio of accounts, ensuring client satisfaction and retention. The primary contact for their accounts, they will understand their needs and coordinate with the internal team to deliver outstanding service.

Key Responsibilities:

  • Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
  • Regularly communicate with accounts to proactively address concerns, gather feedback, and identify opportunities for account growth
  • Manage assigned accounts and ensure all deadlines are met
  • Manage and report information from clients to ensure we are assisting in minimizing exposures
  • Seek opportunities to round out accounts to ensure we are fully mitigating clients' risk through insurance coverages
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
  • Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
  • Manage all account work in our agency management system (EPIC) to ensure all data is accurate
  • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors
  • Maintain confidentiality of client and carrier information
  • Perform other duties, as assigned, appropriate to the position

Requirements:

  • Proven experience in account management, customer relationship management, or sales
  • Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment
  • Expectation to become licensed in 90 days
  • Proficient in utilizing service management software and tools like EPIC
  • Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
  • Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
  • Knowledge of the insurance industry terminology and documentation
  • Ability to collect, analyze, and interpret insurance-related data

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