Personal Insurance Account Manager
Independent Insurance Agents of Texas (IIAT)
full-time
Posted on:
Location Type: Hybrid
Location: Alabama • Alaska • United States
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Salary
💰 $40,000 - $50,000 per year
About the role
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts.
- Resolve product or service issues by clarifying the customer's concern and determining the cause of the issue.
- Maintain records of customer interactions and transactions.
- Collaborate with team members, mentor staff, and participate in formal and informal meetings as needed.
Requirements
- Hold the insurance license required by your state
- Have a minimum of two years of insurance account management experience
- Bachelor’s Degree or comparable work experience
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Demonstrate strong customer focus and an excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills to perform calculations
- Attention to detail, organization, multi-tasking, and follow-up skills
- Excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
- Flexible work from home options available.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Paid time off
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance account managementinsurance products knowledgerating proceduresunderwriting procedurescoverage analysiscustomer serviceclaims processingpolicy renewaldata gatheringmath skills
Soft Skills
customer focuscommunication skillsattention to detailorganizationmulti-taskingfollow-up skillstime managementpersonal accountabilitymentoringcollaboration
Certifications
insurance licenseBachelor’s Degree