Account Manager

Job Description

Exciting opportunity for an insurance professional to provide customized insurance solutions and manage portfolios for our valued personal and commercial lines clients. The Account Manager will have at least 1 year of experience in an insurance office setting. A Property & Casualty license will be required if not already achieved. He or she manages the full life cycle of insurance with a focus on developing and retaining client relationships.

Benefits

Paid Time Off (PTO)###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###

Responsibilities

Essential Functions:

• Provide outstanding service to clients by reviewing and discussing insurance policies. Assisting with policy changes, customer inquiries, payment handling, document filing.

• Assist with insurance reviews and setting up new insurance policies to inbound prospective clients.

• Inform clients about insurance policy terms, conditions, insurance coverage gaps and risk management issues. Discuss life events and material changes that affect underwriting, surcharges & discounts.

• Maintain customer accounts in agency management system, documenting conversations in activity log, sending confirmations to insureds and adhering to all other automation procedures.

• Create and maintain good working relationships with clients, insurance company underwriters, sales, marketing & claims representatives.

• Perform all duties relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.

Requirements

This is an in-office position with BNC Insurance Agency in Sylvan Lake, Michigan. Qualified applicants should have working knowledge of office operations and property & casualty insurance products; must also have excellent analytical, problem-solving, and decision-making skills. Should have clean and professional office etiquette.

Responsibilities

Essential Functions:

• Provide outstanding service to clients by reviewing and discussing insurance policies. Assisting with policy changes, customer inquiries, payment handling, document filing.

• Assist with insurance reviews and setting up new insurance policies to inbound prospective clients.

• Inform clients about insurance policy terms, conditions, insurance coverage gaps and risk management issues. Discuss life events and material changes that affect underwriting, surcharges & discounts.

• Maintain customer accounts in agency management system, documenting conversations in activity log, sending confirmations to insureds and adhering to all other automation procedures.

• Create and maintain good working relationships with clients, insurance company underwriters, sales, marketing & claims representatives.

• Perform all duties relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.

Experience Requirements

This is an in-office position with BNC Insurance Agency in Sylvan Lake, Michigan. Qualified applicants should have working knowledge of office operations and property & casualty insurance products; must also have excellent analytical, problem-solving, and decision-making skills. Should have clean and professional office etiquette.