Account Manager (Client Service)
About The Position
The Account Manager is responsible for day-to-day service and relationship management for existing clients, working in tandem with the Risk Advisor and focusing on client retention. The role handles client requests, policy changes, renewals, certificates, quotes, coverage questions, and other daily service needs. It may include servicing small-business accounts and specializing in niche markets. The Account Manager also mentors newer account managers or assistant account managers and documents client activity and follow-up using AMS360, ImageRight, and other technologies. Other related duties may be assigned.
Requirements
- High school diploma or equivalent.
- Possess and maintain a Property and Casualty license.
- Current driver license and an insurable driving record.
- Previous Commercial Insurance experience is preferred but not required.
- Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.
- Regular use of arms, hands, and fingers; frequent sitting for extended periods, reaching, standing, walking, stooping, talking, and hearing; may need to lift or move up to 10 pounds.
Nice To Haves
- Previous experience with Commercial Insurance.
Responsibilities
- Support the Risk Advisor by servicing existing clients, with a focus on client retention.
- Develop relationships with clients and independently complete their requests in a timely manner.
- Service small-business accounts as needed.
- Quote new lines of business and remarket existing clients’ insurance programs.
- Assist the team with the renewal process.
- Identify cross-selling opportunities through interactions with current clients.
- Assist clients with coverage changes and answer coverage questions.
- Review clients’ policies when they make contact to ensure policies are up to date.
- Identify potential exposures and facilitate coverage reviews with clients.
- Mentor new account managers or assistant account managers.
- Manage client activity in AMS360, ImageRight, and other technologies to support efficiency, accurate documentation, and follow-up.
- Perform other related duties as directed by management.
- Follow the HIPAA Confidentiality Agreement when handling protected health information, if applicable.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
