Personal Ins Acct Manager

Bearing Insurance Group, LLC•Fredericksburg, VA

1d•Onsite

About The Position

The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows. This role involves providing excellent client service, managing accounts, resolving issues, and handling policy changes and coverage questions. The position also includes performing renewal reviews, selling personal insurance products to existing clients, and working to retain accounts by addressing cancellation reasons. Maintaining client files, utilizing agency automation systems, and fostering strong relationships with clients and insurance companies are key aspects of this role. Staying current with company websites, rates, forms, and coverage changes is essential for quoting, making changes, and processing cancellations. The role also requires performing all activities to avoid potential errors and omissions and participating in training to maintain licenses and develop skills.

Requirements

Proficient in Microsoft Office Suite.
Two years of consistent employment in a customer service capacity.
High School Diploma.
Property and Casualty license or obtain within 90 days of employment.
Insurance designation or working toward insurance designation (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.

Nice To Haves

College Degree preferred.

Responsibilities

Provide No Excuse Client Service to assigned accounts.
Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows.
Perform renewal review process in accordance with our client tiers, agency standards and workflows.
Responsible for sales of personal insurance products to existing clients.
Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows.
Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation.
Maintain proper level of communication and build effective relationships with clients and companies.
Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary.
Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions.
Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development.
Perform other duties as requested.