High-Performance Insurance Client Solutions Specialist

We are seeking a highly skilled and experienced Insurance Account Manager to join our team. As the primary point of contact for clients, you will be responsible for ensuring their insurance needs are met with tailored solutions. This role involves building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development efforts.

This is a challenging and rewarding role that requires strong communication, negotiation, and relationship-building skills. You will work closely with clients to understand their needs and provide customized solutions. Your ability to build trust and rapport with clients will be crucial in driving growth and revenue.

In this role, you will be responsible for preparing quotes, reviewing and comparing quotes from multiple carriers, and entering information into our management system. You will also prepare documents and applications for policy issuance and send emails to clients as needed.

A key aspect of this role is client relationship management. You will serve as the primary liaison between our company and clients, addressing inquiries, concerns, and requests promptly. You will build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty. Additionally, you will educate clients on policy options, renewals, and changes to ensure they have the best possible coverage.

Policy management is another critical aspect of this role. You will review and manage existing insurance policies to ensure they meet client needs. You will assist with policy renewals, amendments, and endorsements, and conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.

Sales and business development are also essential components of this role. You will collaborate with sales teams to develop new business opportunities and cross-sell additional products or services to existing clients. You will provide quotes, proposals, and presentations tailored to individual client needs, highlighting the benefits and value of our products.

You will maintain accurate and up-to-date records of client interactions, policy details, and transactions. You will process applications, claims, and other insurance documentation efficiently and monitor compliance with company standards and regulatory requirements.

This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and building strong relationships with clients. If you have experience in insurance account management and possess strong communication and organizational skills, we encourage you to apply for this role.

Key Responsibilities:

• Preparing quotes and reviewing and comparing quotes from multiple carriers
• Client relationship management, including building and maintaining strong relationships with clients
• Policy management, including reviewing and managing existing insurance policies and assisting with policy renewals and amendments
• Sales and business development, including collaborating with sales teams to develop new business opportunities and cross-selling additional products or services to existing clients
• Maintaining accurate and up-to-date records of client interactions, policy details, and transactions
• Processing applications, claims, and other insurance documentation efficiently
• Monitoring compliance with company standards and regulatory requirements

Required Skills and Qualifications:

• Experience in insurance account management or a similar role
• Proficiency in CRM systems and insurance management software
• Strong communication, negotiation, and relationship-building abilities
• Exceptional organizational skills and accuracy in managing client accounts

Benefits:

• Purely work-from-home arrangement
• Night shift (EST)
• Weekly pay

Seniority Level:

• Mid-Senior level

Employment Type:

• Full-time

Job Function:

• Sales and Business Development

Industries:

• Technology, Information and Internet