- Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality product and services to manage client expectations and meet unique client needs.
- Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.
- Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure.
- Carry out any other duties/responsibilities/projects as determined by company leaders.
- Maintain the highest level of security and confidentiality regarding corporate and client-related information.
- Respond to clients and account executive/producer requests in a timely, effective and professional manner.
- Request endorsements and policy changes from the insurance company.
- Follow up on invoicing discrepancies.
- Handle the administrative and technical functions of an assistant if that role should need to be met on the assigned clients.
- Collect new and renewal data on assigned accounts.
- Identify cross-selling opportunities on current clients.
- Stay informed of current marketing conditions and new markets.
- Review, analyze and market applications to carriers following agency.
- Make market recommendations to account executive/producer.
- Negotiate with carriers to create the best combination of coverage and premium.
- Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client/prospects understanding of coverage.
- Attend training and meetings held by the agency.
- Adhere to agency's attendance policy.
- High School Diploma.
- Minimum of 4 Years Prior Professional Experience as a Commercial Lines Account Manager/ Customer Service Representative, or Commercial Lines Underwriter dealing with middle market commercial lines clients.
- Property & Casualty licensed.
- Exceptional verbal, written, and communication/people skills.
- Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
- Proficient in MS Office Suite, emphasizing Word and Excel.
- Can work independently and see initiatives or issues through to completion.
- Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.
- Experienced in EPIC management system is preferred.
-
Account Manager
1 week ago
Alera Group Raleigh, NC, United StatesTriSure, an Alera Group Company is seeking an Commercial Lines, Account Manager to join their commercial lines, P&C team. · Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? · Join a team where each employee ...
-
Accounting Manager
3 weeks ago
Greene Resources Raleigh, United StatesPosition: Accounting Manager · Location: Raleigh, NC (Hybrid flexibility, 2-3 days/week in office) · Pay: $35 - $50/hr (depending on experience) · Experience: · 7 to 9 years of experience in accounting. · 1 to 3 years of direct personnel supervision experience. · 1 to 3 year ...
-
Account Manager
1 week ago
Ultimate Staffing Raleigh, United StatesUltimate Staffing is seeking motivated candidates for Blood Drive Event Planner positions · Territory - Raleigh Area · These are Full-Time, Temp-Perm positions · Pay will be $22/hr - mileage paid · Job Details: · As the Blood Drive Event Planner you are responsible for managing e ...
-
Accounting Manager
3 weeks ago
Accentuate Staffing Raleigh, United StatesAccentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as f ...
-
Account Manager
2 weeks ago
Hilti North America Raleigh, NC, United StatesHilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. Yo ...
-
accounting manager
3 weeks ago
Greene Resources Raleigh, NC, United StatesAccounting Manager · Our client is in need of an account manager for a 6-month contract The Accounting Operations Manager is responsible for the production of the accounting operations team, as well as, implementing and maintaining efficient processes to ensure regulatory compli ...
-
Account Manager
2 weeks ago
Hilti North America Raleigh, NC, United StatesHilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. Yo ...
-
Accounting Manager
3 weeks ago
McGriff Insurance Broker Raleigh, United StatesDirect and manage a staff of junior to more experienced accountants or analysts in the performance of a variety of accounting and reporting activities. Provide leadership in the development, design, implementation and ongoing management of assigned a Accounting Manager, Accountin ...
-
Account Manager
1 week ago
City Wide Facility Solutions Raleigh, United StatesCity Wide Facility Solutions provides over 20 building maintenance solutions to our clients. We are seeking a motivated and self-starting account manager who is interested in helping us grow the business so that they can potentially grow with us. · Want to apply Read all the inf ...
-
Account Manager
3 weeks ago
Hitachi Raleigh, United StatesLocation: · Raleigh, North Carolina, United States · Job ID: · R · Date Posted: · Company Name: · HITACHI ENERGY USA INC · Profession (Job Category): · Sales, Marketing & Product Management · Job Schedule: · Full time · Remote: · Yes · Job Description: · General In ...
-
Account Manager
3 weeks ago
Hilti North America Raleigh, United StatesHilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. You ...
-
Accounting Manager
2 weeks ago
Latino Community Credit Union Raleigh, United StatesThe · Accounting Manager · develops and manages reliable accounting information and reporting on income, expenses, assets, liability, and capital for management planning and financial reporting requirements for the credit union and the affiliated non-profit Latino Community Dev ...
-
Accounting Manager
2 days ago
Vaco Raleigh, United StatesAccounting Manager · CPA | Trust Accounting | Family Office · We are working with a family office in search of an Accounting Manager to join their team. This individual will provide management support, accounting, and tax services for partnerships and trusts. The ideal candidat ...
-
Accounting Manager
3 weeks ago
Creative Financial Staffing Raleigh, United StatesCreative Financial Staffing is working with a fast-growing organization to identify an Accounting Manager. · Why Work Here? · Our client is a rapidly growing service company that needs a leader for their accounting department · They are an employee-owned company (ESOP) where all ...
-
Accounts Manager
2 weeks ago
Capitol Broadcasting Company Raleigh, NC, United StatesHere is your opportunity to join an amazing company and fast growing TEAM · WRAL and FOX50-TV has an opening for an Account Manager. · We are searching for an experienced, energetic and extremely motivated multi-platform sales professional. · Candidate must possess strong present ...
-
Accounting Manager
2 weeks ago
Accentuate Staffing Raleigh, United StatesAccentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as f ...
-
Accounting Manager
2 weeks ago
S&S Services Group Inc Raleigh, United StatesJob Type · Full-time · Description · CAMS (Community Association Management Services), one of the fastest growing community association management companies in the southeastern US, is seeking an Accounting Manager that is able to work remotely as long as you are in NC or SC. T ...
-
Accounting Manager
3 weeks ago
Greene Resources Raleigh, United States· Job Number: 47391 · Accounting Manager · Job Description: · Our client is in need of an account manager for a 6-month contract The Accounting Operations Manager is responsible for the production of the accounting operations team, as well as, implementing and maintaining eff ...
-
Account Manager
3 weeks ago
Hitachi Raleigh, United StatesLocation: · Raleigh, North Carolina, United States · Job ID: · R · Date Posted: · Company Name: · HITACHI ENERGY USA INC · Profession (Job Category): · Sales, Marketing & Product Management · Job Schedule: · Full time · Remote: · Yes · Job Description: · General In ...
-
Account Manager
3 days ago
City Wide Facility Solutions Raleigh, United States PermanentCity Wide Facility Solutions provides over 20 building maintenance solutions to our clients. We are seeking a motivated and self-starting account manager who is interested in helping us grow the business so that they can potentially grow with us. · This is not an office job, as y ...
Account Manager - Raleigh, NC, United States - Alera Group
Description
TriSure (an Alera Group company) is seeking a Commercial Lines, Account Manager to join their team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
If that is what you're looking for, this is your chance to be part of an amazing organization
Since our founding in 1999, we've been providing the highest level of client service with honesty and financial integrity. We are a diverse group of individuals focused on helping the area's leading businesses manage their property and casualty insurance risks.
This experienced level position's primary responsibility is to serve as the day-to-day Commercial Account Manager on a commercial lines book of business and a point of contact for clients while maintaining a high level of client and internal team satisfaction. The Commercial Account Manager will work with an assigned Producer to market and write new business, coordinate the details for the annual renewal, prepare materials for quarterly client meetings, ensure the flow of information to other departments as needed, maintain client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-Hybrid
#LI-WZ1
#PandoIQ
PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:Raleigh, NC-27608
Account Manager professionals in Raleigh
-
Justin Laramee
Business Analyst
-
Cody Richardson
Logistics Management
-
Daniel Pastore
Strategic Business Planning | Analysis | Execution · Data | Trend | Operations Analysis · Process ...