Insurance Account Manager

Key Responsibilities

• Respond to customer inquiries via phone, email, or in-person, providing accurate information about policies, coverage, and claims.
• Aid clients with policy applications, renewals, and updates.
• Foster strong, trusted client relationships, anticipating and proactively addressing their evolving needs.
• Provide guidance and advocacy for clients across all insurance touchpoints, from initial policy inquiries to renewal processes.
• Review and process insurance claims, ensuring all necessary documentation is provided.
• Collaborate with adjusters and other departments to facilitate claim resolution.
• Maintain accurate records of policy details, endorsements, and amendments.
• Prepare and distribute policy documents and certificates of insurance.
• Assist clients with the insurance application process by gathering required documentation, reviewing completed forms for accuracy, and submitting applications to carriers for approval.
• Ensure timely and accurate processing of new applications, renewals, and updates.
• Input and update client and policy information in the company’s database.
• Generate reports and analyze data as needed for internal and external purposes.
• Ensure all insurance transactions and documentation adhere to company policies and regulatory requirements.
• Conduct regular audits of records to ensure accuracy and compliance.
• Collaborate with underwriters, agents, and other insurance professionals to resolve issues and support the underwriting process.
• Provide administrative support for insurance programs and initiatives.

Qualifications

• Education: High school diploma or equivalent; Associate’s degree or higher in Business Administration, Insurance, or a related field preferred.
• Experience: 3-5 years of experience in an insurance brokerage. Experienced in handling back-office operations across the entire client lifecycle. Comfortable with high volume of client calls. Experience working with insurance ecosystem players: Carriers (e.g. Travelers, Chubb, Ascot Group), Wholesale Brokers (e.g. Amwins).
• Skills: Strong communication and interpersonal skills. Proficiency in Google Workspace and Applied EPIC. Detail-oriented with excellent organizational and multitasking abilities. Problem-solving skills and the ability to work under pressure.