Description:
Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts.
ESSENTIAL DUTIES/RESPONSIBILITIES
· Focus on client service and retention, by overseeing the entire lifecycle of personal insurance accounts, from onboarding new clients to policy renewals and claims management
· Process policy changes, endorsements, and certificates of insurance in an accurate and timely manner
· Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
· Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
· Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer
· Build and maintain strong, long-lasting relationships with clients, both internal and external
· Pro-actively assist Producers in retaining business
· Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
· Maintain and update electronic client accounts within EPIC and carrier portals
· Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
· Work as a member of the Personal Lines Team, assisting others when necessary
· Maintain an acceptable level of audit scores
· Keep past-due activities to a minimum
· Demonstrate Relion Core Values
· Perform other duties, as assigned
Requirements:
· High School diploma or GED required, a college degree is preferred
· A minimum of three to five years’ experience in the insurance industry is required
· Commercial, Personal, Life, and/or Health Lines License is required
· Ability to maintain appointment by all carriers required
· Proficiently navigate commonly used computer systems and software (i.
e.
Word, Excel, PowerPoint, etc.
) with ability to learn new systems and software quickly required
· Knowledge of insurance markets and reference to markets is required
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