What are the responsibilities and job description for the Insurance Account Manager position at Josh Sherrill Insurance Agency?
We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!Compensation:
111,000 - 123,000 yearly
Responsibilities:- Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
- Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
- Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
- Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
- Active insurance license in your state or willing to get licensed in 90 days
- We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
Josh Sherrill Insurance Agency partners With Fortune 500 and Fortune 100 companies to market and sell their products. We focus on the Senior Market to evaluate and meet their insurance needs.
- No cold calling
- No Prospecting
- All Lead-based Sales
- Six figure Mentorship
- Training
We are looking for go-getters who are ready to take their careers to the next level.
