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Insurance Account Manager

1 month ago

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Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention.

Key Responsibilities

* Client Service and Relationship Management: Provide personalized service to clients, handle renewals, process policy changes, and advise clients on the best insurance products to meet their needs.
* Policy Management: Handle new business, renewals, and policy changes efficiently, review and analyze insurance applications, endorsements, and renewals for accuracy and compliance, process policy endorsements, cancellations, and reinstatements.
* Sales and Cross-Selling: Identify opportunities for cross-selling and up-selling additional insurance products and services, achieve sales targets and contribute to the growth of the personal lines book of business.
* Claims Assistance: Assist clients with the claims process, providing guidance and support from initial filing to resolution, liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.

Requirements

* Bachelor's degree preferred
* Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role
* Proven track record of client relationship management and retention
* Strong knowledge of personal lines insurance products and coverage options
* Detail-oriented with strong organizational and time management abilities
* Proficient in insurance management software and Microsoft Office Suite
* Sales-oriented mindset with the ability to identify and capitalize on opportunities