Insurance Account Manager
3 weeks ago
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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