Job Summary:
The primary function of this position is to meet the overall insurance needs of our clients. The Account Manager must provide prompt, accurate, professional service to our clients, producers and company personnel in order to maintain and grow our book of business. While this position is salaried, commission incentives and sales opportunities are available once training is complete.
Primary Responsibilities:
· Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.
· Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes, activities and suspense’s.
· Respond to client inquires, incoming mail, company requests and producers’ needs on a timely basis.
· Collect renewal data on assigned accounts, maintaining expiration reports.
· Review new business, renewals, endorsements to insure items were received as ordered.
· Assist clients with claim reporting.
· Respond to billing inquiries.
· When/if applicable, quote and place new business from referrals, walk-ins and call-ins, as needed.
· Assist producers with retaining existing accounts, obtaining alternate quotes/rewriting lines of business as needed.
· Answer, screen and forward incoming calls as secondary to the receptionist.
**Quarterly bonuses
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
License/Certification:
- Property and Casualty License (Required)
Work Location: In person
