Insurance Account Manager

Transportation Account Manager

As an Account Manager, you will be responsible for servicing complex accounts and providing exceptional customer services. The Account Manager will play a key role in annual renewals and new business as well as assisting our clients’ day-to-day needs. You will provide prompt, accurate and courteous service to clients, Relationship Managers, service team members, business partners and insurance companies in the development and retention of accounts.

Duties and Responsibilities:

• Works closely with the service team, Relationship Managers, and others on all aspects of client service, marketing, and renewals while following workflow procedures and best practices
• Growing client loyalty by building positive relationships and providing high levels of advocacy, world-class service, and professional communication, and being recognized by clients as a trusted advisor
• Leverages insurance knowledge and communication skills to explain and educate clients on policy coverage, changes, exclusions, insurance coverage needs, etc.
• Proactively manages renewal process and new business;
  
  • Analyzes risk, coverage, program structure, identifying any gaps, and recommends options
  • Collaborates with the service team and Relationship Manager on the marketing, negotiation, and placement of accounts
  • Analyze quotes from underwriters, evaluate and prepare comparison of options and policy proposals, and present proposals as needed
• Work collaboratively with service team and others to order changes to current polices, issue certificates, endorsements and id cards, report losses, assist with billing questions/issues and other client services needs
• Assists Relationship Manager and Account Executive with services commitments and deliverables
• Become proficient with documentation of client files and updating client policies within the agency management system

Qualified candidates will have:

• 3+ years of commercial insurance agency/brokerage experience as a CSR or Account Manager
• An active Property and Casualty license 
• Knowledgeable in Commercial Lines - P&C
• High School Diploma required or equivalent (GED); advanced degree or equivalent career experience preferred
• Exceptional customer service skills
• Excellent multi-tasking, organizational, delegation and decision-making skills
• Ability to perform large work volumes with high degrees of accuracy
• Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others