Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
About the role
- Account Manager managing commercial insurance accounts primarily for dental practices at HUB International. Responsible for client relationships and policy recommendations in a fast-paced environment.
Responsibilities
- Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
- Makes appropriate recommendations to clients in response to those changes independent of manager approval.
- Acts as liaison between clients and insurance carriers to resolve service issues.
- May also negotiate with underwriters and carriers.
- Troubleshoots claims and billing issues.
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
- Prepare client proposals based on client’s needs, rates, and coverages.
- Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems.
- Maintain the accuracy of data in the agency management system.
- May handle collections of premiums due.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Other responsibilities as assigned by Manager.
Requirements
- Two years of commercial lines insurance experience
- Thorough knowledge of commercial lines coverages and markets
- Property and Casualty Insurance license
- High School diploma or equivalent; AA and/or college degree preferred
- Excellent oral and written communications skills
- Superior customer service and problem-solving skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
- Mastery of virtual technology, including meeting scheduling, video display and screen sharing.
- Ability to work in a team environment
- High level attention to detail is essential.
- Excellent organizational, interpersonal, and communication skills.
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day
- Dress-Code Culture & Belonging
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