Insurance Account Manager - Cherrydale Branch - Greenville, SC

Truliant Federal Credit Union•Greenville, VA

2d•Onsite

About The Position

The Account Manager I assist clients in managing their personal insurance policies, resolve service issues ensuring our clients’ needs are met with professionalism and care. Provide prompt, efficient, high-quality service to designated accounts in support of the Insurance Agent activities, document 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
Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external
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.