Job Description

Our client's company specializes in offering commercial and personal lines of insurance, providing a welcoming small business environment with experienced management. They are currently looking to fill the position of Account Manager, offering a compensation package that includes 100% employer-paid Medical, Life & Disability Policy, Retirement benefits, and Paid Time Off.

Responsibilities

• Engage in phone and in-person interactions with the current customer base.
• Handle customer requests, agency management documentation, policy changes, billing inquiries, and general policy questions.
• Input client and carrier information into the HawkSoft agency management system for new business policy declarations, renewals, policy changes, and cancellations.
• Manage renewals for an existing commercial book of business.
• Conduct account rounding between commercial and personal lines clients.
• Participate in team office meetings focusing on various aspects such as new accounts, lost policies, workflow improvements, customer challenges, and claims.
• Schedule renewal meetings, policy reviews, consult on policy changes, obtain quotes from carriers, re-market policies, and negotiate with carriers as needed.
• Provide daily servicing of accounts, answer inquiries, and assist with claims.

Qualifications

• Minimum of 1 year of commercial insurance experience with an independent agency.
• Stable work history without frequent job changes.
• Possession of Property & Casualty Licenses.
• Proficiency in MS Office applications at an intermediate level (Word, Excel, PowerPoint, Outlook).
• Preferred experience using Agency Management System, specifically Hawksoft.
• Must work fully in the office as remote or hybrid work arrangements are not available.
• Familiarity with General Lines of Coverage Book of Business.

If you have the required experience and qualifications for this Account Manager position in the insurance industry, we encourage you to apply and be part of our client's dynamic team. Join a company that values its employees and offers a supportive work environment. Apply now to take the next step in your insurance career!

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