The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Make sure all insurance policies are renewed for the commercial accounts you are handling.
- Foster and maintain excellent relationships with clients and agency producers
- Complete renewal applications as needed and work with underwriters in arranging the best renewal terms and conditions possible for our insureds.
- Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.
- Demonstrate a true concern for helping our customers.
- Check policies as they are received in the agency in order to make sure they are correct
- Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.
- Return all calls and emails promptly.
Qualifications
- Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.
- A Bachelor's Degree is a big plus.
- Familiarity with AMS 360 is a big plus!
- Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.
- Have a sweet spirit so as to mesh with the amazingly kind and sweet people who work in the agency.
- Be customer-focused, and professionally assertive in servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
Flexible work from home options available.
