Tuesday, May 27, 2014

Small Business Account Manager - Atlanta, GA

The Small Business Insurance Account Manager role is critical to this independent agency's realignment within its commercial lines division.  It provides the firm with a systematic approach to client service with the goal of achieving high client satisfaction, capturing cross selling opportunities and providing several career paths for employees.  In this role you'll be given a lot of responsibility and autonomy for managing clients.  You'll directly advise on coverage, manage the entire renewal process and also secure new business revenue through internal leads and by identifying coverage enhancements for existing clients.  This is an excellent way to propel your insurance career forward within a client service position if you like small business accounts or want to work into a middle market book of business with an insurance agency large enough to have both divisions. 


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. 

Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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