Small Business Insurance Account Manager Responsibilities
Serve as the primary point of contact for accounts generating less than $10,000 in agency revenue. Oversee policy administration including data entry, correspondence with clients, policy checking, endorsements, billings, claims review, gathering renewal information and proposal preparation.
Assist account managers in the middle market division during very active renewal seasons and overflow of policy management duties as needed.
Work with clients on account rounding to write additional new business policies. Help facilitate internal referrals with the life and health and personal lines departments.
Small Business Insurance Account Manager Qualifications
At least 2-3 years of property and casualty insurance experience in an administrative or policy support capacity. Agency, wholesale or insurance company experience will be considered. Most important is exposure to multiple policies (commercial property, General Liability, auto and so on).
State insurance license.
Proficiency with insurance management systems and Microsoft Excel. Can work in a paperless environment. Comfortable with online rating systems for quotes.
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.
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