Summary Objective

As an Account Manager, your core responsibility is to provide superior customer service to all of your assigned clientele. Developing and nurturing a strong trust relationship with customers to understand their specific coverage requirements. You will be expected to actively seek opportunities for revenue generation and refer business to the Director of Sales Team.

Major Responsibility

• Maximize growth through superior customer service, responsible for building and managing customer relationships with existing customers, to ensure exceptional service and identification of potential new opportunities
  • Focus on achieving sales/revenue/KPI targets both individual and department
  • Understand each customer’s lifestyle and deliver professional and expert knowledge tailored to their needs
  • Be a Brand Ambassador; actively promote the brokerage within the community and at broker events
  • Assist and guide customers with coverage changes, payment options and general inquiries
  • Educate customers as to coverage limitations, document on system & recommend additional coverage where needed
  • Use every service contact as an opportunity to review, up sell coverage and provide cross sell leads to our sales department
  • Promptly return calls, respond to emails, voicemails and faxes
  • Proactively guide/counsel customer throughout the claim process. Work closely with Insurers to ensure minimal upset to the customer. This is our time to shine!
  • Maintain file integrity; Input and update data and document all interactions in Brokerage Management System
  • Address activities on a daily basis and complete in a timely manner, particularly money and time sensitive activities
  • Adhere to workflows for policy change requests, claims, and renewal review/remarketing of existing customers
  • Maintain acceptable accounts receivable
  • Build strong working relationship, consistently improving workflows with In House Underwriter
  • Contribute to team success by consistently leveraging knowledge and sharing best practices
  • Independently remain informed regarding industry information, government rulings, new product information, coverage and technology

Skills and Attributes

• Friendly and outgoing personality, enjoy people in general
  • Active listener, giving full attention to what other people are saying, taking the time to understand the points being made, asking questions for clarity
  • Superior organizational, analytical and communication skills, with the ability to work under pressure
  • Foster a positive attitude, approaching day to day activities with enthusiasm
  • Problem-solving and conflict management
  • Prioritize and manage workflow to ensure efficient, timely and accurate processing of transactions and other duties
  • Superior ability to understand insurance terminology and interpret insurance wordings
  • Attention to accuracy and detail in all work
  • Proficiency in Outlook, Word, Excel, Compu-Quote and Epic

Education & Experience

* RIBO License

* Commitment to Continuing education – CAIB or CIP

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Always on the Hunt for You !

Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
289-233-4691
cristin@jobbornsolutions.com
www.jobbornsolutions.com

BIG ENOUGH TO SERVE YOU …small enough to know you