Position Overview :
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
We are seeking a dedicated and experienced Account Manager for our client's Commercial Lines or Personal Lines team. The ideal candidate will manage client relationships, provide exceptional service, and support the growth of the insurance portfolio.
This role requires a deep understanding of insurance products and a commitment to client satisfaction.
Key Responsibilities :
Client Relationship Management
- Act as the primary point of contact for clients, building and maintaining strong relationships.
- Understand clients' insurance needs and objectives to provide tailored solutions.
Policy Management
- Review, process, and manage new and renewal insurance policies for commercial or personal lines.
- Ensure all documentation is accurate and compliant with industry regulations.
Communication
- Communicate effectively with clients regarding policy changes, claims, and other inquiries.
- Collaborate with underwriters, brokers, and other internal teams to ensure timely service delivery.
Claims Support
- Assist clients with the claims process, providing guidance and support from start to finish.
- Follow up on claims to ensure timely resolution and client satisfaction.
Sales and Growth
- Identify opportunities for upselling or cross-selling additional products or services.
- Participate in client meetings and presentations to drive business growth.
Reporting and Analysis
- Prepare and present regular performance reports and analysis to clients.
- Track account activities and client feedback to improve service offerings.
Qualifications :
- Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
- 2+ years of experience in account management, preferably in the insurance industry (commercial or personal lines).
- Strong knowledge of insurance products and market trends.
- Excellent communication, negotiation, and interpersonal skills.
- Proficient in Microsoft Office Suite and insurance management software.
- Ability to manage multiple priorities and work in a fast-paced environment.
- Insurance licenses as required by state regulations.
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