Insurance Account Manager

The Account Manager I assist clients in managing their personal insurance policies, resolve service issues ensuring our clients’ needs are met with professionalism and care. Provide prompt, efficient, high-quality service to designated accounts in support of the Insurance Agent activities, document member requests and finalizes policy adjustments This position offers a great opportunity for individuals looking to build their career in the insurance industry. Essential Functions and Responsibilities Completes binders and/or policy or endorsement requests within three days of date quoted to client. Maintains a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. Maintains timely and thorough customer and carrier interactions to minimize the potential for errors and omissions claims. Be familiar with and follow agency E&O guidelines Follows-up on photo requests, requests for additional information, etc. Handles routine correspondence between carriers, agency and insured. Receives phone calls requesting changes to existing coverage and/or new policies. Complete changes/requests within 24 hours of receipt. Refers any new business applications to Insurance Agent staff. Receives and reviews all terminations and cancellations to determine appropriate action within 72 hours of receipt. Handles premium collection through form letters and request cancellation of policies when necessary. Solicits new business opportunities with clients for lines of coverage not currently written by the agency and refers to Insurance Agent for cross sell. Actively solicits increases in limits and/or coverages. Actively seeks referrals from current client base to solicit for new business prospects. Documents all material conversations with insureds and/or carriers regarding exposures and coverages. Maintains working knowledge of all rating products and processes. Participates in training and development opportunities to enhance industry knowledge and skills. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Performs special projects at management’s request. Knowledge, Skills, and Abilities Must have excellent verbal and written presentation skills Must be detail oriented, well organized and have supreme time management skills Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote Must be able to work on multiple projects concurrently in fast paced and complex business environment Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external Physical Requirements Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for moderate periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background High School Diploma required Minimum 1-year previous insurance customer service experience required, or equivalent financial services/credit union experience from which comparable knowledge and abilities have been acquired State-specific Property & Casualty insurance license required or must pass exam within six weeks of attending pre-licensing program Vertafore AMS360 agency management system experience preferred #J-18808-Ljbffr