Retirement Plan
Evenings Off
Responsibilities
- Client Management: Serve as the main point of contact for clients, assisting them with their insurance policies and addressing any concerns they may have.
- Policy Administration: Manage and maintain client policies, ensuring accuracy and compliance with regulations.
- Renewal Process: Facilitate the renewal process for clients, providing them with the necessary information and options to make informed decisions.
- Claims Assistance: Help clients navigate the claims process, advocating on their behalf and ensuring timely resolution.
- Customer Relations: Build strong relationships with clients, understanding their needs and preferences to provide exceptional service.
- Continuous Improvement: Stay informed about industry trends and changes to continuously enhance your knowledge and service delivery.
Requirements
- Licensing: Active 4-40 required.
- Experience: 2 - 4 years' experience in an account manager role.
- Communication Skills: Excellent verbal and written communication abilities.
- Client Focus: Strong commitment to meeting and exceeding client expectations.
- Adaptability: Ability to thrive in a hybrid remote work environment, demonstrating flexibility and productivity. Must be able to work in a fast past environment.
- Team Collaboration: Work effectively within a team setting, fostering positive relationships and synergy.
- Technology Proficiency: AMS is preferred, Microsoft Office suite, and insurance-related applications.