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Insurance Account Manager

2 months ago


Charlotte, North Carolina, United States CRC Group Full time
Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at CRC Group. As an Insurance Account Manager, you will be responsible for providing exceptional support to our brokers, underwriters, and team leaders regarding all policies and key accounts.

Key Responsibilities
  • Promote New Business and Renewals: Achieve production and market criteria as defined by the broker with minimal supervision.
  • Negotiate Terms with Underwriters: Collaborate with underwriters to negotiate price, deductible, enhancement, and exclusions.
  • Select Carriers: Identify and approach carriers to secure accounts.
  • Assist with Quotations: Manage all company correspondence to provide timely quotations for new business, renewals, and endorsements.
  • Prepare Recommendations: Provide fact-based information to agents regarding best coverage options.
  • Process New Business and Renewals: Manage the processing of new business, including transference applications, issue binders and invoices, and check policy coverages for accuracy.
  • Acquire Confirmations: Obtain confirmations from retailers when accounts are bound.
  • Process Cancellations and Endorsements: Manage the processing of cancellations and endorsements, including issuing binders and invoices, and checking policy coverages for accuracy.
  • Prepare Company Profiles: Research and prepare company profiles for client visits.
  • Provide Directions and Supervision: Provide guidance and supervision to team members as requested by the broker.
  • Manage Incoming Calls: Handle incoming calls from producers and companies.
  • Maintain Good Working Relationships: Foster strong working relationships with current agents and colleagues.
  • Stay Current with Industry Knowledge: Maintain up-to-date knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, and literature reviews.
Qualifications
  • College Degree or Equivalent Experience: A college degree or equivalent experience is required.
  • Wholesale Insurance Experience: Three years of wholesale insurance experience or its equivalent is required.
  • Account Handling and Marketing Experience: Experience with specific account handling and marketing is required.
  • Current State-Specific Insurance License: A current state-specific insurance license is required.
  • Substantial Knowledge of Insurance and Insurance Processes: A strong understanding of insurance and insurance processes is required.
  • Decision-Making and Time Management Skills: The ability to review information, make decisions, and manage time effectively with minimal supervision is required.
  • Excellent Communication and Interpersonal Skills: Excellent verbal, written, and presentation skills are required.
  • Ability to Deal with Confidential Matters: The ability to handle confidential matters appropriately is required.
  • Strong Interpersonal Skills: Strong interpersonal skills are required.
  • Ability to Work Extended Hours: The ability to work extended hours as needed is required.
  • Basic Computer Applications Skills: Proficiency in basic computer applications, such as Microsoft Office software products, is required.
  • Ability to Travel: The ability to travel, occasionally overnight, is required.