- Answer main line phone calls and transfer according to client needs
- Respond to general customer inquiries
- Manage the creation of proposals, providing a summary of programs, service plans, and deliverables to assist prospects in decision-making.
- Remain updated on industry trends, legislation, and products offered by insurance carriers, maintaining positive relationships with these carriers
- Carrier and vendor partner meetings weekly (mostly remote).
- Client facing meetings weekly (mix of in person and remote).
- Build and maintain personalized client relationships through various channels including phone, web meetings, email, and potentially in-person meetings.
- Work closely with internal departments and vendor service teams to ensure a seamless and cohesive client service experienceHelp in other areas as needed Required Skills/Abilities:
- Producers License for Life and Health (client will help obtain)
- Technology savvy with the ability to navigate and build on different platforms and digital business solutions.
- A minimum of 2+ years of Account Manager experience within an insurance brokerage or related field.
- Excellent communication and negotiation skills.
- Strong analytical skills and attention to detail.
- Efficient time management and prioritization abilities.
- Proficiency in Microsoft Office and experience with agency management systems or other CRM software.
- Willingness to travel to client's location if necessary (St. Louis, Kansas City, Springfield, Chicago, Atlanta, Dallas, Houston) Education and Experience:
- Associate's degree or any other combination of education and/or years of experience equivalent required; Bachelor's degree preferred.
- Experience with a PEO or an outsourcing provider, preferred.
- Experience with PrismHR preferred *Complete an Admin Skills Test*
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