Account Manager Job Description

Position responsibilities are:

• Providing customer service, including client site visits, plan design, inquiry response, education and other needs.
• Remarkets, contacts clients, renews policies
• Prepares proposals and applications, submits them to insureds/carriers, and follows up to ensure time response.
• Provides technical support to Producers (coverage analysis, proposals, etc.)
• Uses and maintains agency management system accurately and consistently and handles incoming mail request accurately and promptly.
• Explains audit procedures to clients and reviews with company and customer.
• Uses agency credit and collection procedures to ensure agency maintains current a/r without bad debt.
• Handles cancellations with care, legally saving all accounts possible with adherence to E & O guidelines.
• Takes first report of loss from insured & reports to company.
• Maintains Applied Claims system on claims activity and follows up with company and insured until claim is concluded satisfactorily.
• Assists or completes other tasks as directed by agency management.

Minimum Qualifications:

• Reading, writing, mathematical skills that would normally be acquired through the acquisition of a high school diploma.
• Two years of commercial insurance processing or customer service experience with preference given to agri-business experience.
• Ability to process detailed records in a timely and accurate fashion, according to established procedure.
• Knowledge of Microsoft Office and ability to operate a personal computer using Word and Excel.
• Must be able to communicate effectively with clients and others by telephone and in person.
• Must be able to concentrate for extended periods of time.
• Good communication skills necessary to communicate effectively with clients and co-workers using tact and diplomacy.
• Possession of or ability to acquired the appropriate resident and non-resident insurance agency or broker licenses.
• Flexibility and ability to manage multiple shifting priorities.
• Good judgment and discretion are necessary to maintain confidence and make sound decisions.
• The ability to work closely with others and to contribute actively to the work group and with the organization productively and positively is required.
• Must able to sit for long periods of time.

Send your resume to hr@clinewood.com