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Insurance Portfolio Manager

2 months ago

Birmingham, Alabama, United States Harmon Dennis Bradshaw, Inc. Full time
Insurance Account Manager

We are seeking an experienced Insurance Account Manager to fill a key role in our organization. As an Insurance Account Manager, you will play a pivotal part in assisting the Producer with sales, marketing, and client servicing for both renewals and new business. You will be responsible for effectively managing a portfolio of selected accounts, providing a high level of expertise and service to our clients.

Benefits:
  • Paid Time Off (PTO)
  • Flexible Schedule
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Evenings Off
  • Work from Home
  • Retirement Plan
Responsibilities:
  • Manage client correspondence and policy changes
  • Prepare and issue policy documents, invoices, and certificates
  • Assist in obtaining coverage specifics and loss history
  • Prepare proposals, presentations, and quote comparisons
  • Assist in the resolution of complex client requests
  • Coordinate with the Producer on client account changes
  • Prepare and send out client invoices
Requirements:
  • Minimum of five years of related experience
  • Strong organizational and communication skills
  • Ability to build and maintain client relationships
  • Proficiency in insurance industry regulations