Sales Team Leader leading sales agents at Miway, focusing on performance and compliance in the commercial insurance sector.
I(
Hybrid Insurance Associate
Posted 2 months ago
About the role
- Insurance Account Manager managing customer relationships and handling insurance policy inquiries. Collaborating with clients and insurance carriers to ensure excellent service and coverage.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Requirements
- Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Benefits
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Directeur Principal gérant la transformation numérique et opérationnelle de l’assurance collective. Supervisant les équipes de support et assurant la gestion des budgets des projets.
Commercial Property and Casualty Insurance Agent at Beneva in Quebec, responsible for assessing business insurance risks and advising clients. Collaborates with agents and clients for optimal insurance solutions
Health Insurance Program Advisor managing Alberta Health Insurance operations within the registry Agent Network. Focused on administration, performance monitoring and compliance reporting.
Assurance Senior executing audits and client engagements at BPM while mentoring associates and managing client relationships.
Assurance Senior executing audits and reviewing work at BPM while consulting with leaders and clients. Developing client relationships and maintaining satisfaction through various assurance engagements.
Assurance Associate II assisting in audits and communicating with leaders and client personnel at BPM. Contributing to audit strategy and maintaining client relationships in assurance engagements.
Assurance Senior managing audits and executing assurance engagements for clients at BPM. Supervise team members and develop client relationships while fostering a positive work environment.
Assurance Supervisor executing audits and reviewing client engagements at BPM. Leading teams and ensuring client satisfaction through effective strategies and communication.
Placement Specialist supporting marketing operations for Marsh McLennan Agency in the Dakotas. Preparing submissions, maintaining documentation, and collaborating with team members.