Job Type

Full-time

Description

Working with clients, insurance companies, and Producers, the Account Manager's job is to perform duties and maintain quality service to our risk management accounts.

ESSENTIAL DUTIES:

Focus on client service and retention, by overseeing the entire lifecycle of personal and commercial insurance accounts, from onboarding new clients to policy renewals and claims management
Process policy changes, endorsements, and certificates of insurance in an accurate and timely manner
Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
Cross-sell the agency service's additional lines, otherwise refer prospect(s) to the appropriate department or Producer
Build and maintain strong, long-lasting relationships with clients, both internal and external
Pro-actively assist Producers in retaining business
Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
Maintain and update electronic client accounts within EPIC and carrier portals
Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
Attend Personal Lines and Commercial Lines team meetings, and assist others when necessary

Requirements

High School diploma or GED required, a college degree is preferred
A minimum of three to five years' experience in the insurance industry is required
Commercial, Personal, Life, and/or Health Lines License is required
Ability to maintain appointment by all carriers required.
Proficiently navigate commonly used computer systems and software (i.e. Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required
Knowledge of insurance markets and reference to markets is required
Expanded knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is preferred

Relion Insurance Solutions

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