Personal Insurance Account Manager I

Global Credit Union • Anchorage, AK

2d

About The Position

Responsible for the support and service of GIB customers. This role involves performing customer service functions necessary to support clients, including policy changes, new business, claims, and addressing billing issues. The Account Manager will utilize multiple insurance carriers, understanding their guidelines and products, and educate customers on policy coverage to enable informed decisions. Developing trusted relationships with clients through creative problem-solving and reviewing customer accounts to address coverage needs are key aspects of this position. The role also includes cross-selling additional products offered by the Insurance Agency or the Credit Union.

Requirements

• Highschool graduate or equivalent.
• Must possess Property/Casualty license.
• Proficient with technology including Microsoft Office Products and interactive phone system.
• Knowledge of agency management systems, particularly AMS 360.
• Possess strong sales, customer service and organizational skills.
• Ability to work independently with minimum supervision and as a team participant.

Nice To Haves

• Enrollment in an insurance program, CISR, CIC or other, is preferred.

Responsibilities

• Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.
• Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.
• Educate customers on policy coverage to enable informed decisions.
• Develop trusted relationships with clients through creative problem solving.
• Perform review of customer accounts to address any coverage needs.
• Cross-sell additional products offered by the Insurance Agency or the Credit Union.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has 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
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees