Insurance Account Manager - Cherrydale Branch - Greenville, SC

Truliant Federal Credit Union • Greenville, SC

12h • Onsite

About The Position

The Account Manager I assists clients in managing their personal insurance policies, resolves service issues, and ensures clients' needs are met with professionalism and care. This role provides prompt, efficient, high-quality service to designated accounts in support of the Insurance Agent's activities, documents member requests, and finalizes policy adjustments. This position offers a great opportunity for individuals looking to build their career in the insurance industry.

Requirements

• Must have excellent verbal and written presentation skills
• Must be detail oriented, well organized and have supreme time management skills
• Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote
• Must be able to work on multiple projects concurrently in fast paced and complex business environment
• Must be able to work in a general office environment
• Must be flexible and able to shift resources and priorities as required
• High School Diploma required
• Minimum 1-year previous insurance customer service experience required, or equivalent financial services/credit union experience from which comparable knowledge and abilities have been acquired
• State-specific Property & Casualty insurance license required or must pass exam within six weeks of attending pre-licensing program

Nice To Haves

• Vertafore AMS360 agency management system experience preferred

Responsibilities

• Completes binders and/or policy or endorsement requests within three days of date quoted to client.
• Maintains a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Maintains timely and thorough customer and carrier interactions to minimize the potential for errors and omissions claims.
• Be familiar with and follow agency E&O guidelines.
• Follows-up on photo requests, requests for additional information, etc.
• Handles routine correspondence between carriers, agency and insured.
• Receives phone calls requesting changes to existing coverage and/or new policies. Complete changes/requests within 24 hours of receipt.
• Refers any new business applications to Insurance Agent staff.
• Receives and reviews all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handles premium collection through form letters and request cancellation of policies when necessary.
• Solicits new business opportunities with clients for lines of coverage not currently written by the agency and refers to Insurance Agent for cross sell.
• Actively solicits increases in limits and/or coverages.
• Actively seeks referrals from current client base to solicit for new business prospects.
• Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
• Maintains working knowledge of all rating products and processes.
• Participates in training and development opportunities to enhance industry knowledge and skills.
• Assists with other tasks and projects as assigned.
• Performs special projects at management’s request.

Benefits

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED