Account Manager, Personal/Commercial Lines

Job Description

Job Description

Account Managers play a pivotal role in ensuring our clients receive the highest level of service and satisfaction. This position is ideal for individuals who have demonstrated excellence as a Consumer Relations Coordinator and are ready to advance their careers by maintaining relevant insurance licenses, ensuring compliance and expertise in the associated insurance field. This position will work in close collaboration with client accounts, acting as an operational conduit, ensuring their needs are met with the highest level of service. In addition, this position will closely collaborate with team members to enhance service delivery, participate in continuous professional development, and support special projects and initiatives aimed at improving operational efficiency and client satisfaction.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Dental Insurance

Life Insurance

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

1. Client Account Management

Serve as the primary point of contact for clients, addressing their insurance needs and inquiries.

Develop and maintain strong, long-term relationships with clients, ensuring their satisfaction and loyalty.

Proactively manage the renewal process for clients, ensuring timely communication and processing of renewals.

Collaborate with clients and/or Insurers to obtain or explain policy details, coverage options, and any changes in terms or pricing.

Provide clear and concise explanations to ensure clients understand their policies and any associated implications.

Assist clients with claims processing and follow-up to ensure satisfactory resolution.

2. Operational Ownership

Utilize advanced knowledge of management system and associated actions to service clients effectively.

Maintain up-to-date client data in our systems, ensuring compliance with operational and privacy regulations.

Accurate recording of client/prospective clients information and/or requests within the respective system(s).

Applicable follow-up dates are accurately set within associated actions for systematic reminders.

Associated action(s) are placed within the respective owner code for follow-up purposes.

Maintains proficiency in all company programs and/or software.

Ensures complete quality in all associated requests and/or deliverables within a timely manner.

Effectively follow-up with clients to ensure all necessary paperwork and documentation is completed in a timely manner.

Consistently flags all identified actions and or errors that resulted in an operational bottleneck or consumer complaints.

Takes personal accountability to ensure all assigned actions are worked/closed in a timely manner.

Actively manages associated activities and/or work buckets to ensure prompt closure.

3. Collaborative Excellence

Takes every interaction with a consumer or fellow employee to engage, reinforce and promote the Insurance Center culture.

Works as a team to ensure comprehensive coverage of assigned workgroup buckets.

Works as a team to complete quotes for proposal by associated producer.

Works as a team to research, facilitate and process client renewals.

Works as a team to ensure assigned dashboard reporting is up to date or complete

Assist with the processing of endorsements.

Collaborate with colleagues to enhance service processes and share knowledge (through SharePoint alerts, etc..)

Interact with clients or potential customers to gather relevant or missing information providing a seamless conduit for the consumer and or producer.

Actively tracks all (phone, text, email, etc..) interactions (received or missed) to resolution, ensuring complete accountabilities for all associated parties.

4. Continuous Development and Training Refinement

Maintain relevant insurance licenses as required by the company and regulatory bodies.

Pursue ongoing professional development opportunities to stay current with industry trends and best practices.

Maintains proficiency in all assigned training levels.

Takes personal accountability to address individual performance issues through identified opportunities and/or reporting.

Actively pursues quality revisions to company modules (i.e- SharePoint, forms, etc.) ensuring the validity of all posted content.

Displays a continuous development mentality, staying up to date with new training or operational revisions to processes and/or workflows.

Works with team members to understand gaps in personal knowledge and/or the knowledge sharing methodology processes (i.e- training modules) suggesting/proposing changes to elevate team performance.

5. Teamwork and Community Recognition

Actively seeks recognition for team and individual performance through defined company avenues (i.e-Facebook, SharePoint, etc..)

Actively seeks consumer recognition, events, engagements and/or accomplishments.

Actively seeks community recognition, events, engagements and/or accomplishments.

Maintains and confirms the validity of posted agency events on SharePoint.

Collaborates with team members to pinpoint relevant articles to be posted to SharePoint News

6. Special projects and consumer initiative Support

Supports all operational special projects in close cooperation with Operational leadership.

Supports all consumer-related initiatives working closely with Operational leadership.

Supports all business-related initiatives working closely with Operational leadership.

1. MUST have a property and casualty MS agent license.
2. Excellent verbal and written communication skills
3. Strong interpersonal skills and ability to build rapport with clients.
4. Detail-oriented and highly organized.
5. Ability to multitask and prioritize in a fast-paced environment.
6. Proficiency in using Microsoft computer systems and software.
7. Previous experience in customer service or sales field is a plus.
8. Previous experience in Applied Epic Systems is a plus.