Account Manager Insurance

Job Description

Job Description

Position: Personal Lines Account Manager

Account Managers at Ignosh Insurance Agency, provide a high, professional standard of service to all clients in their overall management of an assigned book of accounts. They consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, Account Managers build relationships with customers and carrier underwriters to encourage growth and retention of the book of accounts.

• Manage, retain and grow assigned book of accounts by planning and carrying out daily responsibilities with minimal direction, using sound judgment and independent thinking
• Possess knowledge of carrier manuals, appetite, services and coverage forms/products available from each of our carrier partners
• Advise customers/prospects on the insurance policies/products/services available for protecting their financial assets
• Responsible for front-end underwriting of accounts to align the proper carrier and best solutions for the customer’s/prospect’s insurance needs
• Provide quotations, coverage summaries/comparisons, proposals and recommendations proposed
• Responsible for all customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise and informing the department director of any problems.
• Responsible for the proper documentation in the agency management system of all customer communications and the confidentiality of all customer documentation
• Provide periodic coverage reviews to address new/changing insurance needs of customers. Make customers aware of the services available in other departments within the agency
• Guide processing of mail, renewals, new business, billing, cancellations, non-renewals, reinstatements, and other administrative functions carried out by associates and analysts
• Follow all systems, procedures and regulations set forth by agency, insurance carriers, and state departments of insurance
• Work to attain individual, team, department, and agency business goals
• Continue to update job knowledge by participating in educational opportunities

Qualifications:

• Undergraduate degree preferred. Equivalent work experience will be considered in lieu of a degree.
• Current Property & Casualty License with at least 3+yrs prior Insurance experience.
• Strong working knowledge of personal insurance coverages
• Highly motivated, self-driven with desire to want to learn
• Extremely detailed oriented
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required; results-driven with the ability to change priorities as needed.
• Exceptional verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
• Team player- ability and desire to work with all members in the office with a team first mentality.
• Experience with various carriers and working directly with their underwriters.
• Experience utilizing online rating software and various insurance carrier online systems.
• Microsoft Excel, Word, Teams, Outlook Email required.
• Bi-lingual is a plus!

Benefits:

• Medical, Dental, Vision coverage
• Flexible schedule
• Paid time off and holidays
• Flexible Spending Account (FSA)
• Opportunity to represent a full range of insurance products and financial services, through the network of companies in the IIRM portfolio
• Opportunity for growth in a growing agency

If you are highly motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.