The Commercial Lines Account Manager at McCashland Kirby Insurance Agency, Inc is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Prepares proposals for new and current customers.
Qualifications
Hold the insurance license required and have a minimum of two years commercial lines insurance account management experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Benefits/Perks
Competitive Pay
Job Stability in a growing industry
Health Insurance
Dental Insurance
Vision Insurance
Supplemental Insurance
401(k)
Job Type: Full-time
Pay: $18.00 - $27.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Supplemental Pay:
Commission pay
Experience:
Insurance: 2 years (Required)
License/Certification:
Insurance Producer License (Required)
Work Location: In person
