Insurance Account Manager Lead
4 weeks ago
As an Insurance Account Manager Lead, you will be responsible for providing exceptional customer service and managing a large book of business for our clients. You will work closely with our Producers to develop new business opportunities and support the renewal process for existing clients.
Key Responsibilities- Foster and manage relationships with clients to ensure retention and high satisfaction
- Support Producers in developing new business opportunities and renewals
- Analyze and compare current exposures to develop renewal or new business specifications
- Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy
- Review and summarize marketing results and prepare proposals
- Finalize proposals and presentations in coordination with Producers
- BIND insurance coverage and prepare binders and/or delegate certificates issuance
- Review policies for accuracy and review contracts
- Prepare summaries and/or schedules of coverage for clients
- Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections
- Provide technical guidance to staff assisting with client needs or procedural issues
- Participate in the claims process as directed by management
- Notify Producers of pertinent information related to client retention
- Meet with clients as needed or directed by Producers
- Provide mentoring to staff to support immediate supervisors
- Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
- Comply with agency management system data standards and data integrity
- Bachelor's degree or equivalent combination of education and experience
- Eight (8) or more years related work experience
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Encouraged to complete Career Path requirements as communicated by supervisor
We offer a competitive financial package and comprehensive employee programs to meet employees' needs now and in the future.
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