What are the responsibilities and job description for the Licensed Insurance Account Manager position at Choice Financial Group?

CHOICE FINANCIAL GROUP LLC is an EEO employer - M / F / Vets / Disabled

Position Description :

Choice Financial Group LLC is one of the fastest-growing companies in our industry as identified by Inc 5000. We seek a highly driven, ethical, knowledgeable, and organized PersonalLines Account Manager to join our growing team. If you are motivated byinteracting with people and passionate about unlimited opportunities, Choice may be the perfect company. In this position, you will be themain contact for clients. You will establish, maintain, and enhanceclient relationships to resolve issues and retain customers. Meets servicedelivery standards and performs essential functions to the quality andservice standards developed by our agency. Experience with mid-sized tolarge market accounts is desired.

Primary Responsibilities & Essential Functions :

Work efficiently with agency producers to assemble, market, and place coveragefor new clients.
Assistsclients with coverage; uses each contact with the client as an opportunity toreview the whole account
Preparesproposals and completes applications in coordination with producers; submitsapplications to eligible and appropriate carriers; obtains client signatures onall applications; follows up to ensure timely receipt of quotations andpolicies.
Reviewcurrent policy information with clients and make coverage recommendations
ProcessInsured policy change requests
Follow up toensure the accuracy of endorsements processed by the carrier
Underwrite,rewrite, re-quote, reinstate, and cancel existing policies on behalf of theinsured
Obtain allunderwriting information and / or any trailing documentation from the client onbehalf of the carrier
Notate allinteractions with Insureds in the agency-client management system
ProcessInsured payments and review billing accounts with insureds
Maintainclient files in the client management system
Furnishclients with requests for proof of insurance (certificates of insurance,binders, policies, endorsements, ID cards, declaration pages, and evidence ofcommercial property forms)
Deliverclient correspondence via Email / USPS

Experience and Additional Competencies :

2 years'experience as a Personal Lines Service Agent or Account Manager

Active Property & Casualty License

Independent agency experience

Sales background, managing own book of business experience preferred

Advancedknowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.

Proficientwith Microsoft Office - Outlook, Word, Excel

Knowledge ofor willing to learn EPIC system

Completeunderstanding of insurance products and usages.

Ability toutilize computer programs and understand functionality.

Workingknowledge of all Personal Lines insurance, insurance agency operations, coverage,applications, rates, markets, and applicable insurance laws / codes / regulations.

Exceptionalinterpersonal skills

Friendly and professional demeanor

Education :

High School Diploma required, Associate or Bachelor degree for Advancement

Job Applicant Must Exhibit the Following Skills :

Ability to communicate orally and in writing with others to explain complex issues.

Ability to receive and interpret complex information and respond appropriately.

Thorough, and detail-oriented to manage multiple clients, tasks, and requests

Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions.

Professional, committed, and self-motivated, with the ability to focus on daily tasks

Self-Starter

Motivated and willing to learn

Team Player

Organized

Benefits :

Commission & Bonus

Remote work eligibility after the probationary period

Employee Health Benefits (medical, dental, vision)

401K Retirement Plan

Employer-paid Group Life Insurance.

Paid time off

Paid holidays

Paid Bereavement

Gym membership reimbursement

Employee Referral Bonus

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Licensed Insurance Account Manager

What are the responsibilities and job description for the Licensed Insurance Account Manager position at Choice Financial Group?

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