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Insurance Account Manager

2 months ago

Salt Point, New York, United States Marshall & Sterling Inc Full time
{"title": "Account Manager", "description": "Job Summary

We are seeking a highly skilled Account Manager to join our team at Marshall & Sterling Inc. As an Account Manager, you will be responsible for managing designated accounts and providing exceptional customer service to our clients.

Key Responsibilities
  • Manage service timelines for designated accounts and coordinate with clients and Sales Executives as needed.
  • Proactively contact clients to set up appointments and maintain relationships.
  • Be proficient with all value-added tools and resources.
  • Manage the renewal process and utilize Image Right to save documentation.
  • Work closely with clients to build relationships and conduct Open Enrollment and Client meetings.
  • Review applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive.
  • Prepare account summaries and deliver policies and related documents to insured as needed.
  • Stay up-to-date on rates, forms, and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to established employee manual policies and guidelines.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
Requirements
  • College degree preferred, high school diploma or equivalent required.
  • Pursuing or already have an insurance-related designation.
  • Experience and knowledge of Microsoft Office programs.
  • Knowledge of group benefits and products is essential.
  • Appropriate state insurance licenses and continuing education required.
  • Desire for commission-based compensation.
  • Works effectively and relates well with others in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.
Compensation

The salary range for this position is $60,000 to $100,000, negotiable and based on commission.

", "lang_code": "en"}