Insurance Account Manager

Sherrill Insurance AgencyFort Myers, FL, US

Posted 6 months ago

Description

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

Responsibilities

  • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
  • Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
  • Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process

Qualifications

  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
  • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
  • Candidates should be very strong communicators and problem solvers, and have great follow-up skills
  • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match

Compensation

$121,000 - $143,000/year

About Sherrill Insurance Agency

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.

  • No cold calling
  • No Prospecting
  • All Lead-based Sales
  • Six-figure Mentorship
  • Training

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