Account Manager
4 weeks ago
Key Responsibilities
- Develop and maintain proactive communications with clients and company underwriters to ensure seamless policy management.
- Act as the primary contact for all insurance-related questions and policy changes, providing exceptional customer service and support.
- Develop and implement marketing strategies for assigned renewal business, gathering and organizing relevant information to effectively market accounts.
- Support and communicate with producers, if applicable, on accounts to develop and retain business.
- Perform periodic coverage and risk reviews to ensure the adequacy of clients' program design.
- Identify opportunities to develop new lines of coverage for existing accounts and take advantage of them.
- Meet agency, department, and account service goals and deadlines, ensuring timely and efficient service delivery.
- Ensure the integrity of all client data in the Agency Management System (AMS).
- Familiarize yourself with and adhere to agency E&O guidelines.
- Perform other duties as requested by management and/or assigned.
Benefits
- Comprehensive health insurance, including medical, dental, vision, life, and long-term disability insurance, at no cost to you.
- Paid time off to recharge and maintain work-life balance.
- Performance-based end-of-year bonuses to recognize and reward outstanding performance.
- Access to a state-of-the-art gym and fitness facility, promoting a healthy and active lifestyle.
- College loan repayment program to support your financial goals.
- College tuition and other costs reimbursement program to further your education and career development.
- Team-building activities to foster a collaborative and supportive work environment.
Requirements
- Minimum 3 years of experience in Personal Lines Account Management.
- Ability to speak Spanish is a plus, but not required.
- Active General Lines Property and Casualty (P&C) Insurance License.
Soft Skills
- Excellent verbal and written communication skills to effectively interact with clients and colleagues.
- Basic math skills and aptitude for learning new technology to efficiently manage client data and policies.
- Positive attitude, good listening skills, and empathy to build strong relationships with clients and colleagues.
- Highly-organized and strong time management skills to meet deadlines and deliver exceptional service.
- Ability to multi-task in a fast-paced environment, prioritizing tasks and managing competing demands.
- Works with integrity and a high-level of confidentiality to protect client data and maintain trust.
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