Insurance Account Manager jobs in United States
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Iron Insurance Partners LLC · 2 months ago

Insurance Account Manager

Iron Insurance Partners LLC is seeking an Insurance Account Manager to join their Personal Lines Production Team. The role involves providing professional service to clients, handling payments, and assisting with various client requests to contribute to the agency's growth.

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Responsibilities

Posting of payments received from clients in AMS360 and the insurance carrier system
Communicating and providing service to our clients via phone, email, in person, or virtually
Direct clients to Service Centers when appropriate. i.e. Nationwide, Safeco, other carriers
Log activities for all client & carrier communications and set suspense for any item that requires follow up
Receive changes requests from client and submit those requests to appropriate insurance carrier and confirm in writing to the client
Report to the company all new claims as indicated in claim handling procedures the same day that we are notified of the claim
Review suspense items on a daily basis and address all outstanding items
Process endorsements according to procedures
Respond to correspondence received by underwriters
Complete stewardships with clients each week
Report significant (Cancellations, Non-renewals, Underwriting information) activity on an account to the Account Executive and/or PL Service Manager
Provide reception services to visitors of our agency by warmly greeting our customers
Assist in any projects, tasks or transfer of business that assists the PL Department in achieving their objectives
Ability to cross-sell additional coverage or set appointment for Account Executive(s)
Other duties as assigned

Qualification

AMS360Client communicationInsurance knowledgeCustomer serviceCross-selling

Required

Experience in customer service or related field
Proficient in using AMS360 and insurance carrier systems
Strong communication skills via phone, email, and in person
Ability to log activities and set suspense for follow-up items
Knowledge of claims handling procedures
Ability to process endorsements according to procedures
Experience in handling client correspondence
Ability to complete stewardships with clients
Ability to report significant account activity to Account Executive and/or PL Service Manager
Reception skills to warmly greet customers
Willingness to assist in projects and tasks for the PL Department
Ability to cross-sell additional coverage or set appointments for Account Executive(s)

Company

Iron Insurance Partners LLC

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At Iron Insurance Partners, LLC we are proud to be one of the largest providers of risk management and risk transfer services in the Midwest.

Funding

Current Stage
Growth Stage

Leadership Team

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Dana Frederking
Human Resource Manager at Iron Insurance Partners LLC
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Jennifer Fessenden
Chief Operations Officer
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Company data provided by crunchbase