Insurance Account Manager
Bryan A Lopez Agency
Gladstone, MO US
Posted ago
Bryan A Lopez Agency
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
  • Assist with the renewal process and any policy updates by providing competitive quotes
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
  • 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
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
Qualifications
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Candidates should be very strong communicators and problem solvers, and have great follow-up skills
  • 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.)
  • Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
Compensation
$50,000 - $60,000 yearly
About Bryan A Lopez Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. It is our desire to have a positive impact on our community and the customers we encounter. We aim to build a relationship with our customers and desire to help our customers achieve their dreams. When times are good or bad we will help guide our customers through with ease and personalized service. It is those beliefs that drive everything we do.

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