Account Management Professional
4 days ago
We are seeking a highly skilled Account Management Professional to join our team and manage daily new business, renewals, and customer service for our Personal Lines business. This role requires a strong understanding of account management principles and the ability to design and recommend insurance programs to clients.
Key Responsibilities:
- Prequalify insurance prospects for insurability and quality of risk.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations during the marketing process.
- Design insurance programs and recommend coverages to clients based on risk characteristics.
- Submit complete and accurate insurance applications and related submission documentation to carriers.
- Assist in sales presentations to prospective and existing clients on new and renewal business.
- Explain coverage and exclusions to clients and document explanations in agency management system.
- Review existing accounts/policies at least annually to round out accounts and address any changes in exposure.
- Evaluate processes and procedures and recommend ways to gain efficiency and better serve our clients.
Salary: $70,000 - $90,000 per year, depending on experience.
Requirements:
- 2+ years of experience in account management.
- Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint.
- Excellent written and verbal communication skills.
- Valid Property and Casualty Insurance license.
- Knowledge of Applied Epic agency management system is very helpful.
About Us: Intelligent Staffing is a leading provider of staffing solutions for the insurance industry. We are committed to delivering exceptional service and support to our clients and candidates.
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