Account Manager - P&C Healthcare Insurance

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies,soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports Producer in developing new business opportunities for existing clients andprospects;

Initiates renewal process for existing clients, and discusses and creates renewal strategy withProducer;

Analyzes and compares current exposures and develops renewalor new business specifications formarketing;

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness andaccuracy

Reviews and summarizes marketing results and preparesproposals;

Finalizes proposals and presentations in coordination withProducer;

Binds insurance coverage and prepares binders and/or delegate certificatesissuance;

Reviews policies for accuracy and reviewcontracts;

Prepares summaries and/or schedules of coverage forclients;

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contactsclient on receivablecollections;

Participates in the claims process as directed by management, including claim submission, follow-up and overallcommunication;

Provides technical guidanceto staff assisting with client needs or proceduralissues;

Notifies brokers of pertinent information related to clientretention;

Meets with clients as needed or directed byProducer;

Collection of fees, reconciliation and resolution of any outstanding balances within90 days ofinvoicingdate;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

Six (6) or more years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills 

Ability to work within a team and to foster teamwork