We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include working directly with agents, managing client communications, make policy changes, important deadlines, and legal regulations. You will work directly with the insureds assisting with understanding coverages, assist them with any claims as needed, and maintain data in our software systems.

Insurance Account Manager Responsibilities

• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
• Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
• Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates

Insurance Account Manager Qualifications

• Associates or Bachelor’s degree required, or commensurate insurance industry experience
• Active insurance license
• 5 + Insurance experience in the commercial insurance industry.
• Must have very strong follow up, written and verbal communication skills and problem-solving skills
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)

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