Account Manager - P&C Insurance

Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts.

ESSENTIAL DUTIES:

• Focus on client service and retention, by overseeing the entire lifecycle of personal and commercial insurance accounts, from onboarding new clients to policy renewals and claims management
• Process policy changes, endorsements, and certificates of insurance in an accurate and timely manner
• Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
• Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
• Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer
• Build and maintain strong, long-lasting relationships with clients, both internal and external
• Pro-actively assist Producers in retaining business
• Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
• Maintain and update electronic client accounts within EPIC and carrier portals
• Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
• Attend Personal Lines and Commercial Lines team meetings, and assist others when necessary

• High School diploma or GED required, a college degree is preferred
• A minimum of three to five years’ experience in the insurance industry is required
• Commercial, Personal, Life, and/or Health Lines License is required
• Ability to maintain appointment by all carriers required.
• Proficiently navigate commonly used computer systems and software (i.e. Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required
• Knowledge of insurance markets and reference to markets is required
• Expanded knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is preferred