Personal Insurance Account Manager I

Global Credit Union • Anchorage, AK

10d • $57,484 - $112,677

About The Position

The Personal Insurance Account Manager I supports and services GIB customers. The role handles client service needs, including policy changes, new business, claims, and billing issues. It uses multiple insurance carriers and requires understanding their products and guidelines. The account manager educates customers about coverage, builds trusted client relationships through problem solving, reviews accounts for coverage needs, and cross-sells products offered by the insurance agency or credit union. Other duties may be assigned.

Requirements

• High school graduate or equivalent.
• Must possess a Property/Casualty license.
• Proficient with technology, including Microsoft Office products and an interactive phone system.
• Strong sales, customer service, and organizational skills.
• Ability to work independently with minimum supervision and as a team participant.

Nice To Haves

• Knowledge of agency management systems, particularly AMS 360.
• Enrollment in an insurance program such as CISR or CIC is preferred.

Responsibilities

• Perform customer service functions to support clients, including policy changes, new business, claims, and billing issues.
• Work with multiple insurance carriers and apply knowledge of their guidelines and products.
• Educate customers about policy coverage so they can make informed decisions.
• Develop trusted relationships with clients through creative problem solving.
• Review customer accounts to identify coverage needs.
• Cross-sell additional products offered by the Insurance Agency or Credit Union.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives.
• Comprehensive medical, dental, and vision insurance plan with HSA and FSA options.
• 401(k) plan with a 5% match.
• Employee Assistance Program (EAP).
• Life and disability coverage.
• Voluntary cash benefits for accident, hospitalization, and critical illness.
• Tuition reimbursement.
• Paid Time Off accrual, Paid Sick Leave, and Paid Holidays.

What This Job Offers

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