Account Manager

3 days ago

Holmdel, New Jersey, United States JGS Insurance Full time
Job Summary

As a key member of our team, the Account Manager will be responsible for delivering exceptional service to clients, producers, and insurance company personnel. This includes providing timely and accurate support to the overall production and objectives of the agency.

Key Responsibilities:

  • Manage and maintain account files in accordance with agency procedures.
  • Process insured's requests for service in a timely manner.
  • Review and process incoming mail for accounts daily.
  • Proactively manage the renewal book through a pre-renewal strategy plan.
  • Prepare client meeting agendas and document meeting outcomes.
  • Service Habitational accounts and perform underwriting functions to eliminate gaps in coverage.
  • Review assigned renewals with Sales Producer and/or Client Relations Manager to determine renewal strategy.
  • Order loss runs for accounts in a timely manner.
  • Obtain all necessary renewal information from the customer when starting the renewal process.
  • Submit renewal applications to carriers and negotiate pricing, coverage, and policy terms.
  • Prepare a spreadsheet analysis of quotations received and issue Binder and Invoice.
  • Check accuracy and completeness of all coverages and premium transactions issued by insurance companies.
  • Review and distribute all Audits received from insurance companies.
  • Assist in training other employees in the department as directed by management.
  • Maintain positive relationships with company representatives through proper contacts and effective communication.
  • Meet with clients to discuss and handle their insurance needs and present renewal proposals.
  • Provide assistance to Sales Producers when necessary for response to technical issues or in the preparation of presentations for renewal accounts.
  • Participate in the discussion and review of the current market situation as it pertains to specific accounts.
  • Keep Sales Producers fully informed of all important activities on their accounts.
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate policies for which we have a mutual client.
  • Work with JGS Claims and Loss Control in providing coverage information.
  • Assist all other departments and producers in cross selling and account rounding.
  • Maintain knowledge of current marketplace and new capabilities for providing risk alternatives.
  • Adhere to all ethical and State Insurance Department guidelines and procedures.
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
  • Perform other duties as assigned by management.

Qualifications:

  • College degree preferred; High school diploma or equivalent required.
  • Valid New Jersey Property & Casualty Producer license required.
  • Minimum 5 years' experience with insurance Account Management Habitational a plus.
  • Extensive knowledge of Habitational Insurance and Products is essential.
  • Proficiency in Agency Management Systems (preferably AMS360 and ImageRight) as well as MS Office (Word, Excel, Power Point, Outlook).
  • Excellent presentation, listening and communication skills.
  • Good organizational skills, prioritizing and attention to detail.
  • Ability to handle work load and meet agency growth and retention goals.
  • Exceptional interpersonal skills with clients, management and co-workers.
  • Strong customer service skills to assist customers courteously and cooperatively.
  • Competence to work independently and carry out assignments to successful completion with minimum instruction in a timely manner.
  • Professional designation a plus.

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