Insurance Account Manager

4 weeks ago


Danville, Virginia, United States Associated Insurance Management Full time
Account Manager - Personal Lines

Associated Insurance Management (AIM) is a leading insurance brokerage firm based in Danville, PA. We are seeking a highly skilled and experienced Account Manager to join our team.

Job Summary:

The Account Manager will serve as the primary business contact for our clients, providing exceptional customer service and representing their needs and goals within our organization.

Key Responsibilities:

  • Maintain a high level of client satisfaction through proactive account rounding, up-selling of limits and coverages, and providing extraordinary client service.
  • Support Producers' sales efforts by handling accounts once bound.
  • Perform annual review and risk exposure analysis of renewal policies for proper coverage.
  • Maintain client files and ensure proper documentation, processing all policies, endorsement changes, invoices, binders, certificates of insurance, and documentation according to agency procedures and timelines.
  • Respond to client inquiries, incoming mail, and company requests in accordance with agency guidelines.

Requirements:

  • Appropriate State license(s).
  • Minimum 3 years' insurance brokerage or equivalent experience.
  • Extensive knowledge of all lines of personal insurance.
  • Thorough knowledge of brokerage operations, including claims handling, procedures, personal lines rating, and agency management system.
  • Experience in operating in an electronic environment, with excellent automation skills, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems.

What We Offer:

A competitive wage, medical plan through GHP, 401 K Plan, Employer paid Life and Short Term Disability, access to voluntary plans such as additional life, vision, and dental. Vacation time, holidays, and more.



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