Insurance Account Manager

6 days ago


Warrenville, Illinois, United States Ned Gulbransen Agency Full time
Job Opportunity

We are seeking a highly skilled Commercial Lines Insurance Account Manager to join our team at The Ned Gulbransen Agency. As a key member of our team, you will play a vital role in providing exceptional service to our commercial clients.

Key Responsibilities
  • Coordinate the servicing of a book of business with all internal and external stakeholders, possessing an advanced level of knowledge of all commercial lines of insurance.
  • Analyze policy renewals in accordance with client information, individual needs and prevailing market conditions.
  • Communicate and develop strong relationships with clients to ensure their satisfaction with the services provided.
  • Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
  • Present and explain insurance policy options based on client needs and personal goals.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements.
  • Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and providing certificates of insurance.
  • Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
  • Prepare proposals for new and renewal business.
  • Maintain up-to-date knowledge of commercial insurance products, services, and underwriting guidelines.
  • Train and mentor junior staff members.
Requirements
  • Property and Casualty License required. A license is not required to apply. We will pay 100% for licensing.
  • 3+ years of customer service or leadership experience is Required. Insurance experience is a bonus.
  • Ambitious self-starter who can work independently to hit targets and prioritize tasks throughout the day.
  • Maintain a proactive approach to achieving individual and team objectives, consistently seeking opportunities for growth and improvement in pursuit of our agency's success.
  • Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
  • Apply critical thinking skills to analyze complex insurance situations, develop innovative solutions, and provide clients with tailored recommendations for their coverage.
  • Utilize Microsoft Office Suite, including Word, Excel, and PowerPoint, proficiently to create, edit, and maintain documents and reports.
Benefits
  • Annual Base Salary Based on Experience
  • Paid Time Off (PTO)
  • Evenings Off
  • Weekends Off
  • Holidays Off
  • Paid Holidays
  • 401k Plan
  • Career Growth Opportunities
  • Professional Development
  • Continuing Education Opportunities
  • Ongoing Training Seminars
  • Hands on Training
  • Professional Work Environment
  • Retirement Benefits
  • Equipment Provided
  • Health Insurance
  • Enjoy life, dental, vision, and disability benefits at competitive employee rates.

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