Account Management Specialist

3 days ago


Bloomington, Illinois, United States SAHOURI INSURANCE & FINANCIAL Full time
About the Role: We are looking for an experienced Account Management Specialist to join our team at Sahouri Insurance & Financial. The estimated salary for this position is $65,000 - $85,000 per year.

The ideal candidate will have 2+ years of experience in customer service and a comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts. In this role, you will be responsible for managing a book of business for personal lines accounts, providing exceptional customer service, tracking workload activities, client billing, certificates of insurance, and claims assistance. Additionally, you will need to maintain a high retention rate of existing clients, learn and recognize triggers based on customer behavior, and engage with customers who request to terminate or downgrade coverage.

A bachelor's degree is preferred, but significant work experience can substitute for the degree. You should also possess professional presentation skills and problem-solving abilities, be proficient in Microsoft Word, Excel, PowerPoint, Access, and mail merges, and have experience with a client management database, preferably EPIC.

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