Account Manager for Commercial and Personal Insurance

Job Description

Job Description

Position Summary: To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers. Job Functions: o Establish working relationships with clients (and their key team members), potential clients and companies we represent on the phone, email and on paper. o Supporting teammates with follow up for clients and prospects. o Research and resolve coverage questions. o Promptly respond to client needs either on the phone or electronically. o Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs o Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies the day the request is received. o Process all monied transactions the day they are received. o Review and order all necessary renewals no later than 90 days prior to expiration o Review and process underwriting memos daily. o Account remarketing. o Perform miscellaneous input functions o Electronically or via internet – transmit change requests, cancellation requests, etc. to and from company. o Cultivate new opportunities and offer additional lines of insurance through consultative selling.