Support the Business Unit President and be responsible for all customer service functions
Speak daily with customers, fielding questions and processing endorsements, invoices, and policies
Meet periodically with customers to conduct program reviews, discuss policy terms and conditions, and ensure overall customer satisfaction
Understand Accident & Health products and services, including competitive features and benefits, to consistently meet customer needs
Develop trusted relationships with customers and recognize gaps in coverage to increase revenue through upselling and cross-selling
Develop understanding of risk appetite and underwriting guidelines and evaluate and price risks
Support business unit leader in reporting new and renewal business flow, hit ratios, and market intelligence
Represent the business unit at trade shows and industry events
Prepare new and renewal terms and conditions, create proposals and presentations, and explain claims processes
Continually seek educational, technical, and professional development opportunities
Requirements
Minimum 2-3 years of insurance Account Management experience
Experience in MGA/MGU or brokerage environments preferred
Bachelor’s Degree from an accredited institution preferred
Licensed in or willing to obtain within 6 months of hire Accident & Health and/or Life & Health in state of domicile
Familiarity with specialized retail agencies across the country
Preferred but not required knowledge of A&H coverage including Blanket Accident, Special Risk, Student Accident, CAT Coverage, International Travel policy language, and risk management concepts
Proficiency with Microsoft suite and ability to learn new policy administration systems to perform the job efficiently
Benefits
vacation and sick compensation
health insurance
dental insurance
vision insurance
life insurance
long-term disability insurance
matching 401(k) plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Account ManagementAccident & Health productsunderwriting guidelinesrisk evaluationupsellingcross-sellingpolicy administration systemsclaims processesrisk management conceptspolicy terms and conditions
Soft skills
customer servicerelationship buildingcommunicationproblem-solvingcustomer satisfactionorganizational skillspresentation skillsnegotiationmarket intelligenceeducational development