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Insurance Portfolio Manager
4 weeks ago
Key Responsibilities:
- Develop and nurture relationships with assigned clients, serving as their trusted advisor and primary point of contact regarding their insurance policies
- Regularly communicate with clients to proactively address concerns, gather feedback, and identify opportunities for account growth
- Manage assigned accounts and ensure all deadlines are met
- Manage and report information from clients to ensure we are assisting in minimizing exposures
- Seek opportunities to round out accounts to ensure we are fully mitigating clients' risk through insurance coverages
- Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
- Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
- Manage all account work in our agency management system (EPIC) to ensure all data is accurate
- Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors
- Embrace the tools provided to become efficient in managing a book of business that is assigned
- Maintain confidentiality of client and carrier information
- Perform other duties, as assigned, appropriate to the position
- Proven experience in account management, customer relationship management, or sales
- Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment
- Expectation to become licensed in 90 days
- Proficient in utilizing service management software and tools like EPIC
- Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
- Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
- Knowledge of the insurance industry terminology and documentation
- Ability to collect, analyze, and interpret insurance-related data
