Medical/Dental Account Representative

6 days ago


Tracy, California, United States Jobot Full time
Job Summary:

The Personal Lines Account Manager at Jobot is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.

The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to work closely with team members to deliver top-quality service.


Client Management:

Maintain and service a book of personal insurance clients, addressing inquiries related to policies, coverage options, billing, and claims.


Policy Renewals:

Proactively manage the renewal process, including reviewing coverage needs, obtaining quotes from carriers, and presenting renewal proposals to clients.


Endorsements and Policy Changes:
Process policy changes such as endorsements, cancellations, and new business submissions within EPIC.

Claims Support:
Assist clients with claims, provide guidance on the process, and follow up with carriers to ensure timely resolution.

EPIC System Utilization:
Utilize the EPIC agency management system to manage client accounts, document interactions, track tasks, and ensure accurate record-keeping.

Team Collaboration:

Work closely with producers, underwriters, and other team members to provide excellent client service and ensure the successful management of accounts.


Compliance:
Stay up-to-date with industry regulations and ensure all processes comply with company policies and insurance guidelines.
1-2 years of experience in personal lines insurance account management.
Proficiency in using the EPIC management system.
Ability to manage multiple tasks and prioritize effectively.
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