Job details
Job type full-time
Full job description
Description:
Account manager, personal insurance
One thing we’re always asking ourselves is: why do people think the insurance industry is “boring?” spend one day in an account manager’s shoes and you’ll find that they are always up for a challenge and love building relationships with our clients while constantly growing and expanding their insurance know-howWe’re currently looking for an account manager, personal insurance who will work with producers and carriers to provide exceptional service to our clients.
What’s the work like?
You will:
Assist producers in development of service plan for key accounts
Manage renewal process according to agency procedures
Complete servicing of accounts, including but not limited to issuing certificates and auto id cards, processing endorsements, and maintaining current status on all account activities
Promptly invoice policies and other premium-bearing items
Review policies upon receipt
Promptly respond to customers’ questions and/or requests for assistance
Review client contracts and make recommendations to producer, client and/or carriers if it is necessary to modify existing coverage in order to comply with contract provisions
Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account.
What do i need to know?
You have to have…[a2]
A valid driver’s license
A high school diploma or equivalent
A property and casualty agent’s license
3 or more years of personal lines and/or personal insurance product experience
Strong time management and organizational skills
Strong verbal and written communication skills
Okay, so what’s in it for me?
Competitive salary
Health, dental, vision insurance
Employer paid life, short term disability and long term disability
401k with a match
Paid time off available to use on your first day
Flexible work schedules including a 37.5 hour work week and work from home options
Education and tuition reimbursement program
Fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)
Requirements:
Valid driver’s license
Resident property and casualty agent’s license
Aai, cic, cpcu, cpia and/or cisr designations obtained or commitment to obtain preferred
Knowledgeable of all personal lines products and rating procedures
Excellent verbal and written communication skills
Strong organizational skills
Proficiency in microsoft office products (word, excel) and electronic mail system (e.g., outlook)
Proficiency in office equipment such as computer, copier, and phone
Proficiency in word processing and typing skills
Strong respect for confidentiality
Regular and consistent attendance
Ability to observe safety and security procedures and use equipment and materials properly
Ability to conform with and abide by all workplace policies, work procedures, and instructions
Ability to establish and maintain effective working relationships with company employees and external contacts
High school diploma or equivalent
Three (3) or more years of personal lines and/or personal insurance product experience
