Personal Insurance Account Manager I

Duties and Responsibilities

• Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.
• Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.
• Educate customers on policy coverage to enable informed decisions.
• Develop trusted relationships with clients through creative problem solving.
• Perform review of customer accounts to address any coverage needs.
• Cross-sell additional products offered by the Insurance Agency or the Credit Union.
• Perform other duties as assigned.

Requirements

• Highschool graduate or equivalent.
• Must possess Property/Casualty license.
• Creditable Experience in Lieu of Education: Not Applicable

Skills

• Proficient with technology including Microsoft Office Products and interactive phone system.
• Knowledge of agency management systems, particularly AMS 360.
• Possess strong sales, customer service and organizational skills.
• Ability to work independently with minimum supervision and as a team participant.

Qualifications

• Personal Insurance Account Manager II (Category 10) requires 18 months as a Personal Insurance Account Manager I (Category 11) or equivalent with performance that meets or exceeds expectations.
• Senior Personal Insurance Account Manager (Category 09) requires two years as a Personal Insurance Account Manager II (Category 10) or equivalent with performance that meets or exceeds expectations.
• Must have a demonstrated grasp on Agency activities and have mastered assigned duties.
• Must be proficient in all aspects of agency product administration.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays