Job Description
Description: |
Job Summary:
The Customer Service Account Manager will be responsible for all aspects of performing the day-to-day functions of servicing and retaining existing clients and generating and placing new business.
Job Duties:
- Provide superior customer service to existing and prospective clients
- Achieve a high level of retention and sales based on leads provided or set quotas
- Follows all office and company policies and procedures, including documentation, security, privacy and quality protocols
- Manage a book of business of varying volume and class of commercial lines products
- Build and maintain effective relationships with clients by meeting and exceeding expectations
- Work Independently and as a Team player to assist other staff as required
- Work and support Producers if required
- Knowledge of personal lines products to provide service to related risks as necessary
- Design insurance plans for clients
- Inform clients on developments/trends/legislation in relation to their risk management program
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
- Provide renewal review, coverage analysis and remarketing as necessary
- Ability to compose and prepare professional, formal letters and correspondence
- Consulting clients on change requests, and immediately advising insurers of any changes to the applicable policy(s), and claim reporting
- Invoicing and premium collection as necessary
- Broad knowledge and experience of general commercial insurance
- Keep up-to-date with industry changes and market requirements including training seminars and independent study
- Consistent use of scripting and tracking for existing and new business
Technical and Skill Requirements
RIBO Licensed
- CAIB and/or CIP
- Minimum four years commercial insurance experience
- TAM experience preferred
- PolicyWorks, Word, Excel preferred
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Job Categories: Customer Service and Manager. Job Types: Full-Time.
Endless.
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