Now Hiring - Nature Coast Insurance - Insurance Account Manager in Chiefland, FL

Full description of the position

JOB SUMMARY:

Responsible for managing and servicing an assigned book of business, by analyzing customers individual needs, evaluating options, and offering tailored insurance solutions both independently and in collaboration with an Account Executive and other staff as needed. The Insurance Account Manager is responsible to build and sustain relationships with existing customers and to promote the agency. Provide prompt, accurate and courteous service to clients and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth working with management and other personnel on projects or duties as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Market as needed, service and promote the Agencys products and services and work at a strategic level to develop and retain customers.
• Service/Manage a designated group of customers, including: analyzing the needs of the customers, evaluating and answering questions regarding coverage, and assist the Account Executive as needed in determining the most suitable product for the customer.
• Actively manage accounts prior to renewal to identify concerns, external competition, exposure changes and additional coverage needs.
• Assist existing policyholders through the renewal process with strong communication and market knowledge. Educate customers on policy/product features, advantages and disadvantages. Remarket accounts as necessary.
• Independently develop and maintain strong knowledge of the marketplace and strong working relationships with company representatives and underwriters. If no coverage is available in the admitted market, investigate risk placement alternatives, if available.
• Prepare submissions, and negotiate pricing, policy conditions, and terms with selected carriers. Review all quotations with recommendations as to the best options for price, coverage and risk alternatives. Manage quotes, proposals to customers, and bind coverage with insurance carriers within agency authority.
• Providing exceptional customer service to clients and colleagues
• Conducting proactive & timely customer follow-up
• Resolving customer issues & concerns
• Responding to service and sales inquiries
• Maintaining accurate records utilizing AMS 360
• Partnering with management to manage expectations and meet deadlines
• Managing administrative requests and tasks
• Prioritizing & executing special projects and assignments
• Facilitating accounts receivable and collection efforts when needed
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Participate with management and other departments/personnel on other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications
• Collaborate with producers and supervisor to provide feedback on customer and/or market conditions.
• Handle telephone calls and personal visits from customers pertaining to their individual risks and coverage requirements, claims, new business, remarkets and additional lines of coverage.
• Performs duties independently with little or no supervision, operating from established directions and instructions. Decisions are made within general agency constraints and insurance laws, and require independent decision-making.
• The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and/or negotiations, significant contact with customers to collect information on any changes to the customers characteristics and to analyze the customers continued exposure
• Ensure that all renewals and all requests for changes, endorsements, audits, etc. are properly implemented and comport with the various company requirements.
• Other duties, as assigned.

EDUCATION and/or EXPERIENCE:

• Education: Associate degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
• Experience: Insurance experience required. Knowledge of AMS360 a plus. Familiar with Microsoft Business Products (i.e. Outlook, Excel, Word).
• Specialized Skills, Knowledge or Licensure: 440 licenses required 220 license a plus.

Job Types: Full-time, Permanent

Pay: $39,967.51 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Insurance License (Preferred)

Work Location: In person