Insurance Account Manager
December 13
Description
• We are looking for an Insurance Account Manager who will serve as the primary point of contact for clients, ensuring their insurance needs are met with tailored solutions. • Key Responsibilities: • Preparing quotes with multiple carriers for insurance, Comparing and Reviewing quotes, Entering information in management system, Preparing documents and applications for policy issuance, sending emails • Client Relationship Management • Serve as the primary liaison between the company and clients, addressing inquiries, concerns, and requests promptly. • Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty. • Educate clients on policy options, renewals, and changes. • Policy Management • Review and manage existing insurance policies to ensure they meet client needs. • Assist with policy renewals, amendments, and endorsements. • Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions. • Sales and Business Development • Collaborate with sales teams to develop new business opportunities. • Cross-sell additional products or services to existing clients. • Provide quotes, proposals, and presentations tailored to individual client needs. • Administrative Support • Maintain accurate and up-to-date records of client interactions, policy details, and transactions. • Process applications, claims, and other insurance documentation efficiently. • Monitor compliance with company standards and regulatory requirements. • Problem Resolution • Handle complex client issues and provide effective resolutions in a timely manner. • Liaise with underwriters, carriers, and other stakeholders to address client concerns
Requirements
• Experience in insurance account management or a similar role. • Proficiency in CRM systems and insurance management software. • AMS 360 experience • Strong communication, negotiation, and relationship-building abilities. • Exceptional organizational skills and accuracy in managing client accounts.
Benefits
• Purely work-from-home • Night Shift (EST) • Weekly pay
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