Insurance Account Manager

3 weeks ago


Jackson, Mississippi, United States The Policy Center Inc Full time

Job Title: Commercial Insurance Specialist

About the Role:

We are seeking a highly motivated and organized Commercial Insurance Specialist to join our team at The Policy Center Inc. As a key member of our team, you will be responsible for cultivating strong relationships with clients, vendors, and carriers, and providing exceptional customer service.

Key Responsibilities:

  • Cultivate strong relationships with clients, vendors, and carriers
  • Respond to client inquiries and requests in a timely and professional manner
  • Research and present answers to client questions about their policies and coverage
  • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes
  • Analyze and compare current exposures to develop renewal or new business specs for marketing
  • Process and submit new and renewal clients for marketing and placement
  • Prepare proposals with the sales team for client presentations
  • Execute accurate invoicing and financing tasks to meet deadlines
  • Process and check policies, endorsements, endorsement requests, and audits for accuracy
  • Manage, submit, and follow-up with claims throughout the claims process
  • Prepare and manage timetables, summaries, and schedules for the entire book of business

Requirements:

  • Excellent verbal and written communication skills
  • Basic math skills and aptitude for learning new technology
  • Positive attitude, good listening skills, and empathy
  • Highly-organized and strong time management skills
  • Ability to multi-task in a fast-paced environment within tight deadlines
  • Works with integrity and a high-level of confidentiality

About Us:

The Policy Center Inc is a leading independent insurance agency dedicated to providing exceptional service and expertise to our clients. We are committed to building long-lasting relationships with our clients, partners, and the communities we serve.



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