Insurance account manager jobs

An Overview of the Job of an Insurance Account Manager

In insurance firms, the role of customer service representative is often filled by an insurance account manager. They are responsible for managing and cultivating customer relationships as well as leading all client contacts, with a primary emphasis on the customer service aspect of the insurance sales cycle. Their tasks include responding to enquiries from customers, clarifying coverage and rates, advising clients of any changes to their policies or invoicing, and acting as a facilitator between customers and claims adjusters throughout the process of filing claims. Account managers collaborate closely with the other members of the team in order to facilitate continuous sales as well as potential renewals. An insurance account manager may specialize in either personal lines or commercial lines of insurance, and they normally work full-time in an insurance firm. Personal lines of insurance are more common.

A Brief Description of the Job of an Insurance Account Manager

To complement our expanding team, we want to bring on an insurance account manager who is extremely driven and has excellent organizational skills. Responsibilities include managing client communications, cultivating key relationships, keeping track of all necessary documentation, and paying close attention to any policy changes, important deadlines, and legal regulations. Other responsibilities include keeping up with any policy changes that may occur. You will be responsible for assisting clients in comprehending their coverage, assisting them with any claims that may be necessary, and ensuring that all pertinent data is correctly recorded inside our protected systems. This is an opportunity for you to expand on your previous experiences, and there is lots of space for advancement. We will give the training you need to be successful in this job if you are interested in taking on an important account management role during this era of strong growth as we acquire new business. Get started right now with your application!

Roles and Responsibilities of an Insurance Account Manager

Provide customers with straightforward responses to any queries they may have about their coverage or invoicing, including information on any changes to rates or policies, to ensure that they have a complete understanding.

Keep our customer accounts in our book of business up to date with the latest policy changes, and keep our customers informed of any changes in accordance with NAIC requirements.

Consult with customers to assist in the processing of bids and the issuing of renewals and any necessary adjustments to existing policies.

Gather all of the necessary documents for filing a claim, and then get in touch with an adjuster so that the claim may be processed against the applicable policy.

Get together with insurance agents on a regular basis to stay current on industry standards, insurance products, current rates, coverages, insurance policies, and carriers. This will allow you to better assist customers, underwriters, sales representatives, account executives, and the rest of our service team in comprehending and addressing the most recent changes to the rules and policies.

Qualifications Needed to Be an Insurance Account Manager

Required education levels include an associate's or bachelor's degree, or equivalent years of experience in the insurance sector

Insurance license in good standing in your state, or the willingness to get licensed within the next three months

Experience working in insurance, either as an insurance agent or in another capacity, is desirable, but we will offer training as necessary to ensure the correct fit and expertise.

Required to have extremely good problem-solving, writing and verbal communication, and follow-up abilities.

Candidates need to demonstrate a familiarity with Microsoft Office Suite in addition to having fundamental computer abilities (Word, Excel PowerPoint, etc.)