Insurance Account Manager
6 hours ago
GTM Insurance Agency is seeking a highly skilled and experienced Commercial & Personal Lines Account Manager to join our team. As a key member of our agency, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building strong relationships with our insurance partners.
Key Responsibilities
- Provide timely and accurate communication to clients through verbal and written correspondence.
- Inform and educate clients about insurance coverage, exclusions, and exposures, documenting files accordingly.
- Handle cancellations and take proactive steps to retain accounts, if possible.
- Prepare proposals and applications, and submit to carriers; follow up to ensure timely responses.
- Assist clients in making appropriate coverage changes, and inform and educate them about coverages, exclusions, exposures, and audits, documenting in client files.
- Market, renew, and re-market policies for new or existing accounts as needed, in conjunction with agency standards.
- Accurately and consistently maintain client files, document conversations, send confirmations to clients, and adhere to all automation procedures.
- Attend prospect or client meetings.
- Order and issue binders, certificates, policies, endorsements, and verify accuracy before forwarding to clients with appropriate correspondence.
- Review policy audits for accuracy and facilitate corrections, as needed, between clients and carriers.
- Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
Requirements
- 2 or more years of experience as an Insurance Account Manager.
- Currently hold a Property & Casualty Producer license.
- Associates degree in business or a related field.
What We Offer
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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