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:- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
- Help create competitive quotes when it is time to issue renewals or make updates to a current policy
- 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
- Associates or Bachelor’s degree required, or commensurate insurance industry experience
- Candidates should be very strong communicators and problem solvers, and have great follow-up skills
- Must have active insurance license in your state or must be willing to get licensed in 90 days
- Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
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.
