Insurance Account Manager

5 days ago

Dallas, Texas, United States Novatae Risk Group Full time
Job Description

Job Summary:

The Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our organization.

Key Responsibilities:

  • Handle service requests and identify potential risk issues.
  • Quote additional coverages and policies, and track renewals.
  • Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
  • Interact with clients to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Process renewals and remarket accounts identified for renewal marketing.
  • Provide quotes to existing clients for additional lines of business as needed.
  • Process all account transactions, ensuring accuracy and adherence to established procedures.
  • Follow agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manage cancellation processes according to agency standards.

Requirements:

  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
  • Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
  • Ability to work independently, applying knowledge and experience to achieve outstanding results.
  • Team player with a strong work ethic and positive attitude.

Equal Employment Opportunity:

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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