What are the responsibilities and job description for the IMD Account Manager position at Avery W Hall Insurance Agency Inc?
Company Overview
Avery W. Hall Insurance Agency LLC is a local independent insurance agency that has been serving the community since 1925. We pride ourselves on offering our clients a wide range of insurance choices while providing exceptional customer care and being a valuable resource for individuals, families, and businesses.
Summary
As an Individual Medical Insurance Account Manager at Avery W. Hall Insurance Agency LLC, you will play a vital role in managing client accounts and providing personalized insurance solutions. This position is essential to our mission of delivering outstanding service and support to our clients while contributing to the growth and success of our agency.
Responsibilities
- Manage an assigned book of business, ensuring the client's transactional insurance needs, including sales, marketing, and service, are met according to agency standards and procedures.
- Provide technical support to Producers specifically in analyzing client needs, coverage forms, and quotes.
- Communicate regularly with clients (in-person, via telephone, and email) to provide updates, answer questions, and address concerns.
- Work with Producers/Account Executives regarding negotiations with carrier underwriters to ensure proper coverage and pricing that meets client needs.
- Accompany Producers/Account Executives as needed on prospects and/or client meetings.
- Deliver exceptional customer service by building a strong relationship with clients and understanding their unique needs.
- Process all account transactions as needed, ensuring all items are handled promptly, accurately, and reflect the established agency procedures.
- Assist in sales administration tasks, including policy renewals and claims processing.
- Educate clients on industry changes that may impact their coverage or policies.
- Collaborate with team members to enhance overall agency performance and client satisfaction.
Qualifications
- 3 years minimum proven experience in Medicare/ACA(preferred), commercial, employee benefits, or personal lines insurance.
- Life & Health license required.
- Knowledge of Medicare and ACA compliance regulations.
If you are passionate about helping clients navigate their insurance needs and want to be part of a community-focused agency, we invite you to apply today at Avery W. Hall Insurance Agency LLC!
Requirements:Knowledge, Skills & Abilities:
- Ability to communicate orally and in writing with others, to explain insurance issues, to receive and interpret complex information, and respond appropriately.
- Strong interpersonal skills and leadership skills, including motivation, goal setting, and project management.
- Ability to work collaboratively across the organization to deliver on the agency commitments to our clients
- Knowledge of insurance products, markets, and underwriting procedures.
- Proficient with Microsoft Office Suite or related programs.
Education and Experience:
- Minimum of three (3) years in Medicare/ACA (preferred), commercial, employee benefits or personal lines insurance.
- Life & Health Agents License required.
- Knowledge of Medicare and the ACA and Compliance Regulations
