Insurance Service

To serve and grow the book of clients assigned to you by providing extraordinary service, identifying revenue growth opportunities, and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.

Functions:

o Supporting teammates with follow-up for clients and prospects.
o Research and resolve coverage questions.
o Promptly respond to client needs
o Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
o Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies the day the request is received.
o Process all monied transactions the day they are received.
o Review and order all necessary renewals no later than 60 days prior to expiration
o Review and process underwriting memos daily.
o Account remarketing.
o Perform miscellaneous input functions
o Electronically or via the internet – transmit change requests, cancellation requests, etc. to and from the company.
o Positive Attitude and Efficient Work Ethic
o Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, use technology tools to the fullest and limiting general distractions.
o Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel.
Requirements & Skills:
o Proficient with Microsoft Word, Excel, Outlook and a calculator
o Type quickly and accurately
o Excellent communication skills both verbal and written
o Organized, structured, punctual and will follow the rules
o Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Send a Loom Video with your work history and share a little bit about yourself.
• Send a resume
• Email the following to us at Click to view
o Your resume with three professional references
• Please do NOT call the office to inquire.
• Please follow these instructions