Account Manager
Description:
The Account Manager’s job is to perform duties and maintain quality service which supports TrueNorth accounts; including clients, insurance companies, and producers.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES
- Accurately manage client accounts and ensure all deadlines are met
- Assist producer in marketing and placing new business and/or renewal business
- Prepare renewals of insurance and maintain process per workflows
- Meet with producer and service teams to ensure service levels are being met
- Communicate and partner with insurance companies to ensure we are meeting on the client expectations
- Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
- Collect and report information and generate stewardship reports
- Answer questions from producer and the service teams regarding accounts
- Communicate with clients on all required manners and answer questions regarding their policies and/or services provided by TrueNorth
- Build and maintain strong, long-lasting relationships with clients, both internal and external
- Build and maintain strong carrier relationships; handle carrier advocacy responsibilities
- Travel or visit insurance companies and/or clients, when necessary
- Increase insurance knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
- Maintain confidentiality of client and company information
- Other duties as assigned, appropriate to the position
EDUCATION & EXPERIENCE
- High School diploma or GED required
- College level business courses preferred
- Minimum 2 years work experience in the insurance industry required
- Property and Causalty or Life and Health Insurance licenses required or ability to obtain within 90 days of employment; maintain annually
- Proficient in Microsoft Word, Excel, Outlook, and able to quickly learn and utilize other computer applications
- Customer service experience or support, preferably in insurance industry
SKILLS & COMPETENCIES
- Strong organizational and time management skills
- Ability to prioritize work load
- Extremely accurate and detail-oriented
- Knowledge of insurance terms and documents
- Ability to analyze and interpret insurance data
- Strong and professional verbal and written communication skills
- Strong problem-solving skills
- Understand and maintain fiduciary responsibility for company, client, and producer
Starting salary:
50,000-80,000
Company benefits:
Health, Vision, Dental, Paid Time Off, 401K, Parental Leave
High school courses important to the position:
Nothing specific but role would require a HS diploma
Training, certifications, or degree needed to qualify for the position:
A degree is not required, as experience will be accepted. Previous experience that is valuable for an Account Manager role would be experience within the insurance industry in a client and carrier-facing capacity. A degree would be valuable in lieu of experience; Risk Management or Business tend to be commonly sought out degrees in the industry, but any degree is typically accepted within our company.
Specific skills that your business recognizes as fundamental to employment (life skills):
Ability to successfully communicate, written and verbally; team work skills; multitasking and prioritization; previous client maintenance/retention experience; knowledge of insurance/coverages
Advancement opportunities in the company:
An Account Manager role can have a variety of career paths. Within our company, we have Account Managers who have become Senior Account Managers, Team Leads, and Account Executives.
Linn-Mar Career Path Curriculum Marion Independent Career Path Curriculum