Insurance Account Manager

3 days ago


Williamsburg, Iowa, United States Relion Insurance Full time
Job Summary

We are seeking a highly skilled Account Manager to join our team at Relion Insurance. As an Account Manager, you will be responsible for managing and maintaining our risk management accounts, ensuring exceptional client service and retention.

Key Responsibilities
  • Oversee the entire lifecycle of commercial insurance accounts, from onboarding new clients to policy renewals and claims management.
  • Process policy changes and endorsements in a timely and accurate manner.
  • Review contracts and process complex certificates of insurance with precision.
  • Communicate and partner with insurance companies and producers to meet client expectations.
  • Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities.
  • Cross-sell additional lines of service and refer prospects to the appropriate department or producer.
  • Build and maintain strong, long-lasting relationships with clients, both internal and external.
  • Proactively assist producers in retaining business.
  • Serve as backup to the claims department, taking claim reports and answering questions on existing claims.
  • Maintain and update electronic client accounts within EPIC and carrier portals.
  • Stay informed about industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance.
Requirements
  • High School diploma or GED required; a college degree is preferred.
  • A minimum of three to five years' experience in the insurance industry is preferred.
  • Commercial, Personal, Life, and/or Health Lines License is preferred.
  • Ability to maintain appointment by all carriers required.
  • Proficiently navigate commonly used computer systems and software, with the ability to learn new systems and software quickly required.
  • Knowledge of insurance markets and reference to markets is preferred.
  • Expanded knowledge of rating procedures, coverages, and industry operations to effectively manage and maintain client accounts is preferred.
Knowledge, Skills, and Abilities
  • Relay complex information in a descriptive and understandable fashion in both written and verbal forms.
  • Receive and interpret complex information, actively listening for total comprehension and asking questions to enhance understanding.
  • Modest math abilities required, including addition, subtraction, multiplication, and division skills with whole numbers, fractions, and decimals.
  • Basic-level reasoning abilities necessary to understand and follow basic instruction from supervisory positions, meeting deadlines, and working well with teammates.

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