Insurance Account Manager

Malone Agency•Longview, TX

10h•Hybrid

About The Position

The Insurance Account Manager at Malone Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. This role offers flexibility, job stability, and strong compensation. Working with an IIAT member agency, which is a Trusted Choice® independent insurance agency, means partnering with multiple insurance companies to provide customers with more personalized and affordable policy options. Independent agents focus on customer and community satisfaction. The demand for insurance professionals is growing, and this position is a career opportunity within a growing industry.

Requirements

Hold the insurance license required by your state
Have a minimum of two years of insurance account management experience
Bachelor’s Degree or comparable work experience
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Demonstrate strong customer focus and an excellent phone manner
Display strong written and verbal communication skills
Excellent math and reading skills to perform calculations
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
Ability to handle difficult situations with customers and solve complex problems without direct supervision
Have excellent time management skills with a personal accountability mindset
Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

Responsibilities

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.