Account Manager -radius Insurance Group
radius financial group inc. · Mansfield, MA · 1 mo ago
Business Development$70k–$95k/yrFull-time
Primary Duties
- Act as the first point of contact for business owners to answer coverage questions and process policy changes (endorsements).
- Track expiration dates, update policy information, and negotiate terms with insurance companies to keep clients protected.
- Gather information from the client and help them through the claims process.
- Analyze a client's business to spot gaps in coverage and recommend extra protection.
- Issue certificates of insurance (COIs) and binders.
Requirements
- Proficiency with Agency Management Systems and Microsoft Office;
- Ability to Multi-task in a face-paced environment;
- Excellent interpersonal skills (oral and written);
- Strong attention to detail with the ability to work with a high degree of accuracy;
- Strong critical thinking and problem-solving skills;
- Ability to maintain confidentiality.
Skills and Responsibilities
- All employees are responsible for being familiar with and able to recognize common fraud scenarios or outright instances of fraud and reporting any reasonably suspected fraud to his/her direct manager and the AML Officer.
Salary Description
$70,000-$95,000