- Act as primary contact for all day-to day service issues and other inquiries for assigned clients.
- Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
- Track, manage and document open issues keeping the client and agent informed on status and resolution.
- Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
- Quote, analyze and compare health, individual and ancillary quotes.
- Manage renewal timeline to ensure timely execution of client decisions.
- Prepare summaries of insurance, schedules, and proposals as needed for account review.
- Review client contracts and policies for accuracy.
- Support Agents as needed with new and renewal business presentations.
- Coordinate enrollment and information meetings between client and carrier.
- Maintains and updates agency management system.
- Builds relationship with clients through pro-active communications.
- Communicates and educates clients on latest trends, concerns and changes in the industry.
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
- Current Property & Casualty Resident Intermediary Licensure
- Full-Time
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Short and Long Term Disability
- Hands-on Training
- Tuition Reimbursement
- Paid Holidays
- Paid Time Off
- 401K Plan
- M-F Schedule
- Evenings off
- Career growth opportunities
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Personal Lines Account Manager - Slinger, United States - Harrison Gray Search and Consulting LLC
Description
Harrison Gray Search has partnered with an Insurance Agency in Slinger, WI seeking a Personal Lines Account Manager. Our client is one of the largest independent insurance agencies in Wisconsin. This position works closely with a team of agents to provide excellent customer service and support to individual and group clients.Qualified candidates will be licensed and have 3+ years of personal lines experience.
Responsibilities
Required Knowledge and Skills