Insurance Account Manager

3 days ago


Lincoln, Nebraska, United States McCashland, Kirby & Associates Full time
Job Title: Insurance Account ManagerOverview:The Insurance Account Manager at McCashland, Kirby & Associates is responsible for maintaining strong customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism. This role involves daily interaction with customers, insurance carriers, and fellow employees to conduct specific service and marketing activities.

Responsibilities:
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.


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