Account Manager – P&C Healthcare Organizations

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

📋 Description

• Deliver exceptional customer service and comprehensive support for designated clients and/or policies.

• Pursue new business opportunities within existing accounts and assist Producer-led initiatives for new business.

• Aid the Producer in identifying and developing new business possibilities for current clients and potential prospects.

• Initiate the renewal process and collaborate with the Producer to create effective renewal strategies.

• Assess exposures and formulate specifications for marketing related to renewals or new business.

• Conduct market research, negotiate rates, and evaluate quotes and coverage options.

• Analyze and summarize marketing outcomes and create proposals.

• Complete proposals and presentations in collaboration with the Producer.

• Secure insurance coverage and prepare binders and/or oversee the issuance of certificates.

• Verify the accuracy of policies and review contractual agreements.

• Compile coverage summaries and/or schedules for clients.

• Examine client accounting records, rectify discrepancies, and communicate with clients regarding receivable collections.

• Engage in the claims process, which includes submitting claims, following up, and maintaining communication.

• Provide technical support and guidance to team members.

• Inform brokers about information pertinent to client retention.

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

• Collect fees and address outstanding balances within 90 days of invoicing.

• Maintain complete and precise data within the agency management system.

• Perform additional duties as assigned.

⛳️ Requirements

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

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

• Possession of a valid Insurance License.

• Commitment to fulfilling Continuing Education requirements for license renewal.

• Proficiency in the Microsoft Office Suite.

• Outstanding verbal and written communication abilities.

• Exceptional customer service skills, including effective telephone and listening capabilities.

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

• Capability to collaborate within a team and promote teamwork.

🏝️ Benefits

• Comprehensive health insurance options.

• Retirement savings plans with company matching.

• Opportunities for professional development and continuing education.

• Flexible work schedule and remote work options.