What are the responsibilities and job description for the Account Manager position at Veracity Insurance?
Who is Veracity?
Penicillin changed medicine. The Beatles changed music. And Veracity Insurance Solutions is changing insurance (listen, we can’t all be doctors and musicians). We’re growing fast, and we’re practically three companies in one: a direct-to-consumer insurance provider, a brokerage helping agents satisfy customers’ insurance needs, and a software firm helping agencies and states make complex tax filings simple.
We’re growing, and we want you to be a part of it. We are currently looking for an experienced Account Manager to join our team.
Summary:
Under the supervision of the Retail Operations Manager, the Account Manager's responsibility is to manage an assigned book of business, cross-sell customers, and assist with retaining business.
Key Responsibilities:
Penicillin changed medicine. The Beatles changed music. And Veracity Insurance Solutions is changing insurance (listen, we can’t all be doctors and musicians). We’re growing fast, and we’re practically three companies in one: a direct-to-consumer insurance provider, a brokerage helping agents satisfy customers’ insurance needs, and a software firm helping agencies and states make complex tax filings simple.
We’re growing, and we want you to be a part of it. We are currently looking for an experienced Account Manager to join our team.
Summary:
Under the supervision of the Retail Operations Manager, the Account Manager's responsibility is to manage an assigned book of business, cross-sell customers, and assist with retaining business.
Key Responsibilities:
- Manage assigned accounts with day-to-day activities, including but not limited to, correspondence with clients, agents, brokers, and carriers via email or phone, update management system, correspond with relevant internal departments, as needed, etc.
- Manage renewals on existing accounts, process applications, submission to carriers or brokers, quote, review coverage and proposal with client
- Take phone calls and emails from clients and assist with any questions or concerns regarding their policies
- Look for and pursue opportunities to upsell and/or cross sell additional coverage
- Process, collect information and follow-up on audits
- Process applications, submissions to carriers, quotes, endorsements, binders and policies
- Attend renewal meetings with the team
- Handle correspondence with insureds, carriers and brokers
- Process submission to carrier or broker
- Process endorsement requests from start to finish
- Process renewal & new business quotes with accuracy and send to clients
- Distribute binders and invoices to clients
- Assist clients with audit disputes
- Support carriers with Loss Control visits
- Assist clients with loss control recommendations
- Issue COI’s as required
- Follow up on outstanding account balances and coordinate with accounting department to ensure account balances are updated and current
- Support Assistant/Jr. Account Mangers, and others, as necessary
- Work independently, take initiative, and work with little supervision
- Maintain regular and timely attendance
- Adhere to all current department process and procedure best practices
- Required to perform other duties as requested, directed, or assigned.
Requirements and Qualifications:
- Active Property & Casualty License
- Bachelor's degree preferred
- 7-10 years’ Independent Insurance Agency Account Manager Experience
- Broad understanding of Commercial Insurance Policies
- Familiar with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
- Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems
- Relationship management skills and openness to feedback
- Take initiative with personal and professional development and growth
- Must be organized and detail-oriented
- Must be able to effectively communicate and connect with underwriters, agents, coworkers, brokers, and clients.
- Strong interpersonal skills that facilitate productive and respectful collaboration with others and that value both the work and the people doing it.
Why Veracity?
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
- Engage in groundbreaking projects that are reshaping the insurance landscape.
- Collaborate with a group of dedicated, like-minded professionals.
- Experience a culture that prioritizes growth and development.
- Health, dental, and vision plans.
- Amazing work-life balance with 4 weeks of Paid Time Off.
- 9 Paid Company Holidays with 2 floating holidays.
- 401K Programs with employer match.
- Personal assistant programs for support in a healthy personal and work life.
Comp: $70k - $80k base
We are proud to be an equal opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you have a need that requires accommodations, please let us know during the interview process.
We are proud to be an equal opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you have a need that requires accommodations, please let us know during the interview process.
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Salary : $70,000 - $80,000
