Partnerships Lead developing high - value tech partnerships to enhance Goodlord's market position. Engaging with stakeholders and driving measurable outcomes in a commercial - first role.
About the role
- Account Manager in fintech handling insurance accounts and client inquiries. Performing daily tasks related to policy services, claims support, and client communication with proactive service.
Responsibilities
- Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Claims support.
- Develops coverage strategies and plans as necessary.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
- Document all activities in agency management system (Applied Systems / EPIC)
- Understand and utilize upload, download and interface technology.
- Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
- Complete other functions and assignments as assigned including back-up duties.
Requirements
- Active Property & Casualty License Required
- Strong organizational skills- ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
- Applied Systems / EPIC experience a plus
- Knows and applies principles of insurance to everyday situations.
- High School diploma required, Associate Degree or higher preferred.
- Minimum of 2 years of experience in commercial lines.
- CPCU or special training course completion a plus.
- Active P&C License
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Opportunities for Growth
- Parental Leave
- Generous time away
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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