Account Managers create long-term, trusting relationships with clients & carriers, manage client risk, and improve the customer experience while representing the agency in a manner consistent with its Core Values.
Requirements
- Respond to all client requests
- Prepare invoices, binders, certificates, and other related items accurately
- Proactively make contact with clients
- Manage clients’ risk and ensure all exposures are properly addressed
- Prepare and provide premium quotations
- Manage the collection process for agency billed items
- Prepare proposals for new and renewal accounts
- Utilize and offer company ‘green’ options to clients
- Monitor and manage voicemail, incoming mailboxes, outlook, and activities
- Promote agency and insurance industry in the community
- Verify and maintain information in our agency management system and electronic files
- Attend and participate in department meetings and training sessions
- Attend & complete programs of self development
- Maintain professional working relationships with carrier representatives
Benefits
- Full benefits package
- 11 paid holidays including your birthday!
- Competitive Salary
- Profit sharing (after a year of service)
- Bonus potential
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