JOB DESCRIPTION AND RESPONSIBILITIES:

• The Account Manager is responsible for …
• Advising and educating clients regarding policy coverage, changes, exclusions, and insurance needs
• Existing client account review and renewal process, including client contact, remarketing, and proposals
• Reviewing policies and all documentation for accuracy and quality standards
• Assisting clients with coverage changes, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services.
• Manage non-renewals and cancellation requests to retain business where appropriate
• Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service.

QUALIFICATIONS:

• Bachelor’s degree or equivalent experience
• 1-3 years of P&C Account Management or Customer Support Representative experience
• Valid P&C (Property & Casualty) License
• Experience in a Sales or a Service Organization
• Bilingual is a plus, but not required

MUST HAVE:

Advising and educating clients regarding policy coverage, changes, exclusions, and insurance needs

Client account review and renewal process, including client contact, remarketing, and proposals

Reviewing policies and all documentation for accuracy and quality standards

1-3 years of P&C Account Management or Customer Support Representative experience

Valid P&C (Property & Casualty) License

Experience in a Sales or a Service Organization

NICE TO HAVE:

Bilingual