What are the responsibilities and job description for the Insurance Account Manager position at Kilgro & Associates Insurance Agency?
We are looking to fill an Account Manager position at our Athens office and our Decatur office!
The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients. This role requires a strong understanding of insurance products, excellent customer service skills, and the ability to build and maintain strong client relationships.
Essential Duties
Client Servicing:
* Provide prompt and professional service to clients regarding policy inquiries, claims reporting, and policy changes.
* Build and maintain strong client relationships through proactive communication and exceptional customer service.
* Conduct regular client reviews to ensure coverage adequacy and identify potential cross-selling opportunities.
* Respond to client requests and resolve issues in a timely and efficient manner.
Policy Management:
* Process policy applications, renewals, and endorsements accurately and efficiently.
* Review and analyze client information to determine appropriate coverage options.
* Prepare and deliver policy documents and explanations of coverage.
* Maintain accurate and up-to-date client records in agency management systems.
Sales & Marketing:
* Identify and pursue cross-selling opportunities within existing client portfolios.
* Participate in marketing campaigns and other sales initiatives as needed.
* Develop and maintain relationships with insurance carriers.
* Claims Handling:
* Assist clients with reporting claims and guide them through the claims process.
* Advocate for clients with insurance carriers to ensure fair and timely claim settlements.
Compliance:
* Ensure compliance with all applicable insurance regulations and agency procedures.
* Maintain confidentiality of client information.
Desired Qualifications
* Education: High School Diploma or equivalent required; Associate's or bachelor’s degree in insurance, Business, or a related field preferred.
* Experience: 2 years of experience in personal lines insurance (e.g., Homeowners, Auto, Renters) preferred
Licenses & Certifications
* Property & Casualty Insurance License preferred.
* Life & Health Insurance License preferred.
Skills
* Excellent communication and interpersonal skills, both written and verbal.
* Strong customer service orientation with a focus on client satisfaction.
* Ability to build and maintain strong client relationships.
* Proficient in Microsoft Office Suite (Word, Excel, Outlook).
* Experience with agency management systems preferred.
* Strong analytical and problem-solving skills.
* Detail-oriented with excellent organizational and time management skills.
* Ability to work independently and as part of a team.
Benefits
*Health, Vision and Dental Insurance
*401K Plan
Additional information
Note: This job description is intended to provide a general overview of the position and does not include all duties and responsibilities.
Disclaimer: This job description is for informational purposes only and does not constitute an employment contract.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Ability to Commute:
- Decatur, AL 35601 (Preferred)
Ability to Relocate:
- Decatur, AL 35601: Relocate before starting work (Preferred)
Work Location: In person
Salary : $40,000 - $50,000