Account Manager - Redstone Insurance Services

Job Description Summary

Account Manager will create long-term, trusting relationships with our clients and be at the frontline for new business growth and client retention. Being sales and results oriented with an equal focus on providing extraordinary customer care to each and every client. Interact with producers and customer service personnel to help the business meet its objectives. Participates in the claims process, including claim submission, follow-up and overall communication. Investigates and answers billing questions. Acts as primary point of contact for existing clients to provide a consistent level of care and attention to all clients.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Maintains a professional image and demeanor at all times consistently demonstrating Agency PREPARED Core Values and adhering to the Agency Code of Ethics.
• Delivers friendly, caring service to internal and external members.
• Manage a portfolio of existing personal and commercial client accounts to grow and maintain client relationships.
• Requotes existing plans during the renewal process to be a good steward of client needs with respect to cost efficiency.
• Become acquainted with, and a robust user of, the Agency Management System.
• Interact with producers and customer service personnel as needed to help the business consistently meet its growth and service objectives.
• Training, mentoring and motivating support staff.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy.
• Directs referrals to appropriate Insurance Specialists based on region.
• Participates in the claims process, including claim submission, follow-up, and overall communication. Investigate and answer billing questions.
• Research coverages and rates to provide choices for our clients.
• Create and maintain relationships with our insurance company partners.
• Deliver superior customer service while adhering to guidelines and workflows.
• Complies with all applicable regulatory requirements and Agency policies and procedures.
• Adheres to all security procedures and maintains strict confidentiality of all member information.
• Completes training and self-study to achieve and maintain required knowledge of Agency and Credit Union products, services and overall operations.
• Completes required on-line regulatory and compliance training, on a semi-annual basis, including but not limited to; Bank Secrecy Act, Anti-Money Laundering and USA Patriot Act.
• Works scheduled hours and maintains punctuality.
• Performs other related duties as assigned or requested.
  
  

Minimum Qualifications

To perform this job satisfactorily, an employee must be able to carry out each essential duty competently.

The requirements listed below are representative of the education, experience, skills and abilities required.

Education / Experience

5 years’ experience as a Personal Lines Producer/CSSR

Bachelor’s Degree in Business Administration or related field – Preferred

Special Training, Licenses and/or Certificates Required

Alabama Property and Casualty License

Alabama Life and Health License - must be able to obtain within 90 days

Skills / Abilities

• Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.
• Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.
• Resolve problems utilizing advanced knowledge and experience.
• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a high-paced team environment.
• Strong computer skills.
• Self-motivating and positive attitude.
• Superior organizational and communication skills, flexibility, an eye for detail, and an ability to work independently.
• Self-motivating, client caring, and team oriented.
• Communicate in a professional manner and deliver information clearly and effectively. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations.
• Use correct English including spelling, grammar and punctuation.
• Operate computers and use business software and other standard office equipment.
• Understand and follow written and oral instructions.
• Strong time management skills with the ability to prioritize and work efficiently
  
  

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Intermittent standing, sitting and walking.
• Using hands repetitively to handle, feel or operate computers and other standard office equipment.
• Reaching with hands and arms.
• Intermittent lifting and carrying between 5 and 25 pounds.
  
  

WORK ENVIRONMENT

An employee in this job works in a general office environment in a financial services facility.

Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.

We are proud to be a Drug-Free and Tobacco Free Workplace.