Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Accountable for delivering customer service and managing the overall service of assigned customers and/or policies.

• Engaging in efforts to secure new business with existing accounts.

• Assisting Producer-led initiatives for new business acquisition.

• Aiding Producers in identifying and developing new business opportunities for current clients and prospects.

• Initiating the renewal process for existing clients.

• Collaborating with the Producer to formulate renewal strategies.

• Evaluating and comparing current exposures to develop specifications for renewal or new business marketing.

• Conducting marketing activities, negotiating rates, and reviewing quotes and coverages for competitiveness and precision.

• Summarizing marketing outcomes and preparing proposals.

• Finalizing proposals and presentations in partnership with the Producer.

• Binding insurance coverage and preparing binders and/or issuing delegate certificates.

• Reviewing policies for accuracy and contracts.

• Compiling summaries and/or schedules of coverage for clients.

• Analyzing client accounting histories and addressing accounting inquiries.

• Engaging in the claims process as directed by management.

• Offering technical guidance to staff assisting with client needs or procedural matters.

• Informing brokers of important information related to client retention.

• Meeting with clients as necessary or as directed by the Producer.

• Collecting fees and ensuring reconciliation within 90 days of the invoicing date.

• Adhering to agency management system data standards and integrity.

⛳️ Requirements

• Associate's Degree or a comparable combination of education and experience.

• A minimum of six (6) years of relevant work experience.

• Valid Insurance License.

• Must maintain Continuing Education requirements for license renewal.

• Proficient in Microsoft Office Suite.

• Exceptional verbal and written communication abilities.

• Outstanding customer service skills, including telephone etiquette and active listening.

• Strong leadership, problem-solving, and time management capabilities.

• Ability to work collaboratively within a team and promote teamwork.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching.

• Opportunities for professional development and continuing education.

• Flexible work environment and work-life balance initiatives.