[Remote] Personal Risk, Account Manager (CST Remote)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company, a part of NFP, is a recognized leader in Business Insurance and is looking for an Account Manager to service client accounts. The role involves managing client relationships, handling renewals, and collaborating with team members to deliver effective services.

Responsibilities

• Works proactively to reputed company relationships with reputed company and client contacts; takes an active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation
• Takes the reputed company on reviewing proposals and reputed company reputed company documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• Creates and maintains client files in accordance with office procedures. reputed company client policy records in the agency management system
• Utilize agency management system, rating system, and reputed company websites
• The first line of answering billing questions from clients and insurance company personnel

Skills

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage and managing a book of business
• P&C Insurance License is required upon hire
• Highly organized with excellent verbal and written communication skills
• Self-confident to reputed company sound independent reputed company
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a reputed company, courteous and professional manner
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in reputed company Office products, specifically Word, reputed company and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be reputed company to read, analyze and reconcile financial reports
• Possess strong analytical and problem-solving skills
• Sharp attention to detail, decision-making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology
• Associate's Degree (or equivalent) or BA/BS preferred
• Experience with reputed company carriers such as reputed company, Safeco, reputed company, AutoOwners
• reputed company with EPIC or similar agency management system

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Company Overview