Account Manager

WHA Insurance Agency•Eugene, OR

37d•$42,000 - $68,000

About The Position

WHA Insurance Account Manager Job Purpose Maintain client accounts through exemplary customer service and accurate account processing. Provide additional support as needed to the department. Position Overview Job Type: Full-time, exempt. Benefits: 401k plan and matching, dental insurance, health insurance, life insurance, paid time off, vision insurance. Agency Expectations Adheres to Agency Policy and Procedures and Service Standards. Performs duties as workload necessitates. Maintains a positive and respectful attitude. Communicates regularly with supervisor about Department or client issues. Demonstrates flexible and efficient time management and ability to prioritize workload. Consistently reports to work on time prepared to perform duties of position. Meets department productivity standards.

Requirements

Must have a property and casualty agents’ license in the state of Oregon. (Or the ability to obtain within 90 days of hire)
Minimum of 3 years of experience in insurance customer service.
Typing speed of no less than 45 wpm.
Proficiency with all Microsoft Suite applications including Word, Excel, Outlook.
Proficiency with general office software applications including Adobe, Explorer, and internet-based information systems.
Must possess excellent written and verbal communication skills.
Must work well independently as well as in a team-oriented environment.
Ability to take initiative in all aspects of work.

Responsibilities

Manage a book of business to ensure client retention, growth, and profitability.
Answers calls from clients, prospects, and carriers each day, professionally and helpfully.
Responds to all client queries and requests in an accurate and timely manner.
Insurance Consultation, Assess Clients risk exposures and insurance needs to provide advice on tailored solutions to their business needs.
Issues all certificates at renewal and as requested by clients or insured’s clients.
Reviews all quotes, policies, and endorsements from carriers for accuracy and completeness.
Assists clients with claim reporting and follows up on all claim information for the client.
Completes all processes for renewals, on all assigned accounts.
Markets accounts to appropriate carriers to receive quotes.
Prepares information for customers including proposals, summaries, and schedules.
Prepares invoices and premium finance agreements as needed.
Completes Acord applications in AMS 360 as needed.
Partners with sales staff to meet and exceed customer’s service expectations.
Provides back-up to team members during peak seasons and vacation and sick leave.
Creates additional sales documents as requested by sales staff.
Attends continuing education courses to maintain active agents license and technical proficiency.
Performs additional data entry as necessary to service accounts effectively.
Maintains accurate filing of all current and past account information.
Other projects and activities as requested by department manager, sales staff, or as necessary to maintain department functions.