The Insurance Center · 1 week ago
Account Manager, Personal/Commercial Lines
United States
Full-time
Remote
Mid Level
$40K/yr - $50K/yrThe Insurance Center is a dynamic agency dedicated to empowering clients with comprehensive protection and peace of mind. The Account Manager will play a pivotal role in ensuring clients receive the highest level of service and satisfaction, managing client accounts, and collaborating with team members to enhance service delivery.
Financial ServicesHealth CareHealth InsuranceInsuranceProfessional Services
Responsibilities
Serve as the primary point of contact for clients, addressing their insurance needs and inquiries
Develop and maintain strong, long-term relationships with clients, ensuring their satisfaction and loyalty
Proactively manage the renewal process for clients, ensuring timely communication and processing of renewals
Collaborate with clients and/or Insurers to obtain or explain policy details, coverage options, and any changes in terms or pricing
Provide clear and concise explanations to ensure clients understand their policies and any associated implications
Assist clients with claims processing and follow-up to ensure satisfactory resolution
Utilize advanced knowledge of management system and associated actions to service clients effectively
Maintain up-to-date client data in our systems, ensuring compliance with operational and privacy regulations
Accurate recording of client/prospective client's information and/or requests within the respective system(s)
Applicable follow-up dates are accurately set within associated actions for systematic reminders
Associated action(s) are placed within the respective owner code for follow-up purposes
Maintains proficiency in all company programs and/or software
Ensures complete quality in all associated requests and/or deliverables within a timely manner
Effectively follow-up with clients to ensure all necessary paperwork and documentation is completed in a timely manner
Consistently flags all identified actions and or errors that resulted in an operational bottleneck or consumer complaints
Takes personal accountability to ensure all assigned actions are worked/closed in a timely manner
Actively manages associated activities and/or work buckets to ensure prompt closure
Takes every interaction with a consumer or fellow employee to engage, reinforce and promote the Insurance Center culture
Works as a team to ensure comprehensive coverage of assigned workgroup buckets
Works as a team to complete quotes for proposal by associated producer
Works as a team to research, facilitate and process client renewals
Works as a team to ensure assigned dashboard reporting is up to date or complete
Assist with the processing of endorsements
Collaborate with colleagues to enhance service processes and share knowledge (through SharePoint alerts, etc..)
Interact with clients or potential customers to gather relevant or missing information providing a seamless conduit for the consumer and or producer
Actively tracks all (phone, text, email, etc..) interactions (received or missed) to resolution, ensuring complete accountabilities for all associated parties
Maintain relevant insurance licenses as required by the company and regulatory bodies
Pursue ongoing professional development opportunities to stay current with industry trends and best practices
Maintains proficiency in all assigned training levels
Takes personal accountability to address individual performance issues through identified opportunities and/or reporting
Actively pursues quality revisions to company modules (i.e- SharePoint, forms, etc.) ensuring the validity of all posted content
Displays a continuous development mentality, staying up to date with new training or operational revisions to processes and/or workflows
Works with team members to understand gaps in personal knowledge and/or the knowledge sharing methodology processes (i.e- training modules) suggesting/proposing changes to elevate team performance
Actively seeks recognition for team and individual performance through defined company avenues (i.e-Facebook, SharePoint, etc..)
Actively seeks consumer recognition, events, engagements and/or accomplishments
Actively seeks community recognition, events, engagements and/or accomplishments
Maintains and confirms the validity of posted agency events on SharePoint
Collaborates with team members to pinpoint relevant articles to be posted to SharePoint News
Supports all operational special projects in close cooperation with Operational leadership
Supports all consumer-related initiatives working closely with Operational leadership
Supports all business-related initiatives working closely with Operational leadership
Qualification
Required
MUST have a property and casualty MS agent license
Excellent verbal and written communication skills
Strong interpersonal skills and ability to build rapport with clients
Detail-oriented and highly organized
Ability to multitask and prioritize in a fast-paced environment
Proficiency in using Microsoft computer systems and software
Preferred
Previous experience in customer service or sales field is a plus
Previous experience in Applied Epic Systems is a plus
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Dental Insurance
Life Insurance
Health Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Company
The Insurance Center
The Insurance Center provides health, corporate benefits, and business insurance services.
Founded in 1966
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jill Roesler, SHRM-CP, PHR
Chief Operating Officer, Partner
Jeff LeClaire
Senior Vice President/Partner
Company data provided by crunchbase