Insurance Account Manager

Montgomery & Associates Insurance

Insurance Account Manager

Brentwood, TN
Paid
  • Responsibilities

    We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now! Responsibilities: • Help create competitive quotes when it is time to issue renewals or make updates to a current policy • Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process • Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding Qualifications: • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.) • Active insurance license in your state or willing to get licensed in 90 days • Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered • Must have very strong follow up, written and verbal communication skills and problem-solving skills Compensation: $50,000 dependent on experience