Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts.
Resolve product or service issues by clarifying the customer's concern and determining the cause of the issue.
Maintain records of customer interactions and transactions.
Collaborate with team members, mentor staff, and participate in formal and informal meetings as needed.

Hold the insurance license required by your state
Have a minimum of two years of insurance account management experience
Bachelor’s Degree or comparable work experience
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
Demonstrate strong customer focus and an excellent phone manner
Strong written and verbal communication skills
Excellent math and reading skills to perform calculations
Attention to detail, organization, multi-tasking, and follow-up skills
Excellent time management skills with a personal accountability mindset
Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Flexible work from home options available.

Personal Insurance Account Manager

Key skills