Insurance Account Manager

5 days ago


Clifton Park, New York, United States GTM Insurance Agency Full time
Job Description

Job Summary:

The primary function of this role is to provide and ensure quality service to clients. As a Commercial & Personal Lines Account Manager at GTM Insurance Agency, you will be the liaison between insurance companies and our clients. Your client service skills will include addressing coverage issues, handling all internal service work of the client's account, including all endorsement activity, routine coverage questions, renewals, checking and binding policies.

Key Responsibilities:

  • Client Communication: Provide accurate and timely communication to clients through verbal and written communication.
  • Coverage Expertise: Inform and educate clients about coverage, exclusions and exposures, documenting files accordingly.
  • Account Management: Handle cancellations and take proactive steps to save accounts, if possible.
  • Proposal and Application Preparation: Prepare proposals and applications and submit to carriers; follow up to ensure timely responses.
  • Coverage Changes: Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and audits and document in client's file.
  • Policy Management: Market, renew and re-market policies for new or existing accounts as needed in conjunction with agency standards.
  • Client File Maintenance: Accurately and consistently maintain client files, document conversations, send confirmations to clients and adhere to all automation procedures.
  • Meetings and Communication: Attend prospect or client meetings.
  • Policy Documentation: Order and issue binders, certificates, policies, endorsements and verify accuracy before forwarding to client with appropriate correspondence.
  • Policy Audits: Review policy audits for accuracy and facilitate corrections, as needed, between client and carrier.
  • Workload Management: Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

Requirements:

  • Insurance Experience: 2 or more years as an Insurance Account Manager
  • Licenses and Certifications: Currently hold a Property & Casualty Producer license
  • Education: Associates degree in business or related field

Success Factors:

  • Industry Knowledge: Keeping informed regarding industry information, and new product information.
  • Client Focus: Think creatively and offer ideas to enhance the client experience.


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