Prizm Insurance & Risk Services, LLC

Account Manager

• Maintain an assigned book of business
• Assist with account administration
• Provide member assistance and support the sales and service teams in their evaluation of client and prospect needs
• Assist and prepare relevant documentation for new business and renewal submissions
• Prepare proof of insurance and auto identification cards
• Assist with running and reviewing Motor Vehicle Records (MVRs)
• Process account changes by verifying coverages, invoices, and updating Applied Epic
• Maintain account accuracy to include review of applications, new business and renewal submissions, policies, premiums, and invoicing
• Execute proposals and participate in client presentations
• Support and manage activities and workflows
• Overall retention of book of business
• Complete special projects and other duties, as requested
• Interact with agency personnel, prospects, clients, insurance partners and vendors
• Develop and maintain positive work relationships with team members
• Maintain continuing education, participate in ongoing education and keep informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and performance

Commercial Account Manager

Account Executive

• Identify, qualify, and develop commercial insurance and employee benefits opportunities with new and existing clients.
• Foster and maintain meaningful relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow-up on client needs.
• Utilize Applied Epic Agency Management System (AMS) to access and update account information.
• Implement and execute account marketing plans.
• Support and prepare clients for renewal.
• Work with support staff to create insurance proposals and service plans.
• Negotiate directly with insurance carriers.
• Review policies at least annually to ensure coverage needs are met.
• Identify cross-selling opportunities.
• Interact with agency personnel, clients, prospects, and agency partners.
• Network with community and business members.
• Learn and improve technical and sales skills.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Accept new business leads and other duties as assigned by management.
• Maintain continuing education and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.