Insurance Account Manager
The Beck Agency Inc
Alpharetta, GA US
Posted ago
The Beck Agency Inc
We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now!
Responsibilities
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies
  • 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
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
  • Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding

  • Must be proficient in personal lines sales and a self-starter for sales production
  • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
  • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates
  • Update policy changes on customer accounts in our book of business and informs clients about policy changes according to NAIC regulations
  • Help create competitive quotes when it is time to issue renewals or make updates to a current policy
  • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy

Qualifications
  • 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
  • Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role

  • Insurance sales and service expertise is a must
  • An active insurance license is a prerequisite
  • Candidates should be very strong communicators and problem solvers, and have great follow-up skills
  • Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
  • Candidates should have an Associates or Bachelor's degree but all candidates with insurance industry experience will be considered

Compensation
$40,000 - $60,000 yearly
About The Beck Agency Inc

The Beck Agency is a well-established independent brokerage serving over 5,000 families and businesses in the state of Georgia. We are a value and coverage-based, the service-oriented agency that has built a stellar reputation over 30 years. A friendly office environment that will foster teamwork and personal growth.

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