What are the responsibilities and job description for the Account Manager position at LEDGESTONE INSURANCE GROUP?
Role and Responsibilities:
A Ledgestone Account Manager creates the essential connection between customers and policy providers—managing and nurturing customer relationships. They put the customer first by addressing their needs and concerns whether large or small in scope.
General responsibilities include but are not limited to: marketing new account opportunities while operating under minimal supervision, effectively communicating with each member of the team (Producers, Marketing, Account Managers and Assistants), responding to customer inquiries, facilitating the claims process, and providing prospective customers with detailed information about products and services. Other responsibilities vary including (but not limited to) the following:
- Learning and understanding company insurance products.
- AMS data entry—review, correct and update client data in AMS as required.
- ACORD applications—understand use of and how to properly complete an application—including a statement of values.
- Maintain a working knowledge of the programs and eligibility guidelines for the companies we partner with as an Agency.
- Utilization of reference material to provide knowledge base.
- Proficiency with all rating platforms utilized within the Agency - including new business accounts.
- Create and send submissions to insurance carriers.
- Review rating worksheets and company proposals for accuracy.
- Prepare insurance proposals.
- Provide producers and account managers with supplemental applications and, any required forms that may be required by insurance carriers.
- Communicate with company underwriters.
- Participate in training for new products, changes with Carriers and within the insurance industry as a whole as well as legislative changes.
- Ability to perform all tasks required in the daily operations of servicing the Agency’s book of business in a timely, accurate and professional manner.
- Maintain current licensing status and related continuing education requirements.
- Perform other duties as assigned .
Preferred Qualifications:
It is preferred that an Account Manager of Ledgestone possesses the following:
- Bachelor Degree, Associate Degree, or equivalent industry experience and/or education.
- Highly organized, possessing the ability to multi-task and effectively set and meet deadlines.
- Active Illinois Property & Casualty Insurance license (Life & Health is a plus).
- Work well with and supporting others in a team-oriented environment.
- Working knowledge of Microsoft Word, Excel, and Outlook.
- Strong verbal, interpersonal and written communication skills.
- Receptive to constructive feedback and an ability to efficiently adapt to an ever-changing environment.
Preferred Skills:
- Working knowledge of insurance coverage and carrier products
- The ability to work well under pressure.
- Self-starter along with the ability to maintain a positive attitude while working in a fast-paced environment.
- Effective and professional communication (written and verbal) both within the Agency and for client interaction.
- Strong time management and organizational skills combined with a strong sense of urgency.
- Analytical ability.
- Strong computer skills (Microsoft Office Suite).
- Ability to exercise discretion and judgment, independently prioritize workload.
Compensation and Benefits:
- Competitive salary based on experience.
- Agency incentive (bonus) plan.
- 401(k) retirement plans
- Paid Time Off (PTO)
- Paid Holidays
Location:
This position is in-person—in either our East Peoria, IL or Bloomington, IL office. It will not be hybrid or remote.
Contact:
To apply, send resumes to kevin.dill@ledgestone.com. You can also call Kevin Dill at the East Peoria office if you have questions regarding the positions.