Senior Associate Account Manager
Indexed description
Responsibilities:
- Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.
- Process policy changes, endorsements, cancellations, and renewals accurately and promptly.
- Provide quotes for new business and remarket existing policies when appropriate.
- Build and maintain strong client relationships through professional, friendly service.
- Review coverage and policy details with clients to ensure proper protection.
- Identify cross-sell opportunities and refer to producers.
- Maintain accurate and organized client records within the agency management system.
- Assist with policy renewals by reviewing accounts for coverage needs.
- Minimum high school or GED required
- Minimum 1-year prior insurance experience preferred
- Basic technology and computer proficiency (MS Word, Excel, and Outlook)
- Experience using AMS 360 or similar Agency Management System
- Demonstrate strong knowledge of insurance products, coverages, and rating (preferred)
- Must have strong time management skills. Able to prioritize and meet deadlines.
- Must be able to work in a fast-paced environment.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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