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Title
Text copied to clipboard!Insurance Account Manager
Description
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We are looking for an Insurance Account Manager to join our dynamic team. The Insurance Account Manager will be responsible for managing a portfolio of client accounts, ensuring their insurance needs are met, and providing exceptional customer service. This role involves maintaining strong relationships with clients, understanding their insurance requirements, and offering tailored solutions to protect their assets and mitigate risks. The ideal candidate will possess excellent communication skills, a deep understanding of insurance products, and the ability to work collaboratively with both clients and internal teams.
As an Insurance Account Manager, you will act as the primary point of contact for your clients, handling inquiries, policy renewals, claims assistance, and policy adjustments. You will proactively identify opportunities to upsell or cross-sell additional insurance products that align with your clients’ needs. Your expertise will help clients navigate the complexities of insurance policies, ensuring they have the right coverage at competitive rates.
You will also be responsible for preparing and presenting insurance proposals, negotiating terms with underwriters, and ensuring all documentation is accurate and compliant with industry regulations. Attention to detail, organizational skills, and a customer-centric approach are essential for success in this role. You will collaborate closely with sales, underwriting, and claims teams to deliver a seamless client experience.
The Insurance Account Manager should stay updated on industry trends, regulatory changes, and new insurance products to provide informed advice to clients. You will participate in training sessions, attend industry events, and continuously develop your professional knowledge. This role offers opportunities for career advancement within the insurance sector for motivated and high-performing individuals.
If you are passionate about helping clients protect what matters most, have a knack for building lasting relationships, and thrive in a fast-paced environment, we encourage you to apply for the Insurance Account Manager position.
Responsibilities
Text copied to clipboard!- Manage a portfolio of client insurance accounts
- Serve as the primary point of contact for clients
- Assist clients with policy renewals, claims, and adjustments
- Identify opportunities to upsell or cross-sell insurance products
- Prepare and present insurance proposals and documentation
- Negotiate terms with underwriters and insurers
- Ensure compliance with industry regulations and company policies
- Maintain accurate records and documentation
- Collaborate with sales, underwriting, and claims teams
- Stay updated on industry trends and regulatory changes
Requirements
Text copied to clipboard!- Bachelor’s degree in business, finance, or related field
- Proven experience in insurance or account management
- Excellent communication and interpersonal skills
- Strong organizational and multitasking abilities
- Attention to detail and accuracy
- Knowledge of insurance products and regulations
- Proficiency with CRM and insurance management software
- Ability to work independently and as part of a team
- Customer-focused mindset
- Problem-solving and negotiation skills
Potential interview questions
Text copied to clipboard!- What experience do you have managing insurance accounts?
- How do you handle difficult client situations?
- Describe your approach to upselling or cross-selling insurance products.
- How do you stay updated on industry changes and regulations?
- What CRM or insurance management software have you used?
- Can you provide an example of resolving a complex client issue?
- How do you ensure accuracy in policy documentation?
- What strategies do you use to build strong client relationships?
- Describe your experience working with underwriters.
- How do you prioritize tasks in a fast-paced environment?
