Insurance Account Manager Resume Samples

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RW
R Waters
Rubie
Waters
727 Miles Rue
Houston
TX
+1 (555) 816 6206
727 Miles Rue
Houston
TX
Phone
p +1 (555) 816 6206
Experience Experience
01/2015 present
Los Angeles, CA
Commercial Insurance Account Manager
Los Angeles, CA
Commercial Insurance Account Manager
01/2015 present
Los Angeles, CA
Commercial Insurance Account Manager
01/2015 present
  • Providing suggestions for continuous improvements in workflows and procedures for sales and service
  • Coordinate the renewal of current client business from origination to completion; assist Unit Manager in developing and cross selling of new business
  • Establish and maintain good working relationships with company sales representatives and underwriting and claim representatives
  • Assist account managers with building client policy/coverage database
  • Establish networks and partnerships in the commercial lines insurance space
  • Processes and manages accounts in accordance with agency standards and workflows
  • Assist account managers with various requests and processes
11/2011 08/2014
Philadelphia, PA
Personal Insurance Account Manager
Philadelphia, PA
Personal Insurance Account Manager
11/2011 08/2014
Philadelphia, PA
Personal Insurance Account Manager
11/2011 08/2014
  • Willingness to make prospecting calls and network to develop new business
  • Establish and maintain good working relationships with company sales representatives, service centers, underwriting, and claim representatives
  • Effective management of workflow
  • Perform other duties as assigned
  • Provide clients with prompt, courteous and professional service
  • Maintain the accuracy of data in the agency management system
  • Other responsibilities as assigned by Manager
06/2008 05/2011
Boston, MA
Insurance Account Manager
Boston, MA
Insurance Account Manager
06/2008 05/2011
Boston, MA
Insurance Account Manager
06/2008 05/2011
  • Successful incumbents will also provide assistance in the production of new and renewal business, including marketing direction and plan implementation
  • Evidence of effectively prioritising risks to manage concurrent workflow
  • Assist in Marketing, as necessary
  • Exercising judgement and acting independently to provide day-to-day service to a designated book of business, primarily large group accounts
  • Properly record all communication with prospects and clients in the agency management system
  • Maintain computer files (Sagitta, WorkSmart and Brokerage Builder)
  • Learning about agency management system for policy set up, documentation, scanning, and attaching
Education Education
Bachelor’s Degree in Professionalism
Bachelor’s Degree in Professionalism
Illinois State University
Bachelor’s Degree in Professionalism
Skills Skills
  • Highly motivated with a strong work ethic; able to work independently and with minimal supervision
  • Knowledge of BB& T Insurance's automation system or ability to learn quickly
  • Solid technical ability to identify, create and present data critical to risk management consultation
  • Able to quickly grasp and interpret salient information to maximise process efficiencies
  • Strong Microsoft Office skills, including Word, Excel and Powerpoint, is highly beneficial
  • Strong understanding of professional and industry standards and practices
  • Detail oriented with strong analytical, problem solving, and negotiation skills
  • Excellent time management and organizational skills and the ability to handle pressure
  • Assist in the delivery of professional level documentation e.g. slips, presentations, registers, renewal reports, insurer documentation
  • 3-5 years Commercial Lines / Condo experience
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15 Insurance Account Manager resume templates

1

Insurance Account Manager Resume Examples & Samples

  • Answer questions and resolve problems for A & B clients
  • Order new business, renewals, and change requests for A & B clients
  • High school graduate (or equivalent education and related training) and holding insurance designation
  • Must have state issued agent's license (Property and Casualty or Life and Health, as required by department)
  • Proficient in Microsoft Word and Excel
2

Captive Insurance Account Manager Cyw Resume Examples & Samples

  • Manage client’s administrative & statutory accounting activities
  • Administrative responsibilities include training & supervising most members of the client service team that provides administrative services to the defined group and participates in Board Meetings
  • Serve as a primary or secondary interface between client & regulatory authorities, assuring each side’s expectation & requirements are met
  • Serve as a Director & Junior Level Officer for assigned Special Purpose Entities
  • Foster a total Relationship Management atmosphere acting as a principal client contact with the clients both on-site & at their offices while continuously assessing their needs, status of our relationship with them and the opportunity to cross-sell other SP Services offerings and WT products & services
  • Keep current FASB’s and related accounting principles
  • Maintain a reasonable knowledge of clients’ businesses, future plans & corporate changes by reading pertinent business periodicals (e.g. Wall Street Journal, annual reports.)
  • Review & execute client legal documents (under supervision of the SP Services President or his designee) where appropriate
  • Bachelor’s degree or in lieu of a degree 4 years equivalent work experience
  • Minimum of three years’ experience in corporate business, public accounting or captive management with a principal concentration in accounting
  • Minimum of three years supervisory or management experience
  • Proficiency with Microsoft Office and software packages
  • Strong customer service and organization skills
  • Experience reading, analyzing and interpreting financial reports & legal documents
  • Experience with Platinum and/or FRx, preferred
3

Insurance Account Manager, Commercial Lines Resume Examples & Samples

  • Review accounts at renewal, obtaining updates on A and/or B accounts by onsite visits
  • Refer other insurance lines to appropriate departments
  • Knowledge of BB& T Insurance's automation system or ability to learn quickly
4

Property & Casualty Insurance Account Manager Resume Examples & Samples

  • Build and maintain relationships with existing Commercial Lines clients
  • Process and manage accounts in accordance with agency standards and workflows
  • Prepare coverage analysis, submissions & proposals for renewal
  • Negotiate coverage and pricing with markets
  • Maintain client files on agency management system and perform or oversee all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits
5

BW Insurance Account Manager Resume Examples & Samples

  • Reviews submissions in all areas for complete information and accuracy before submitting to carriers. Researches and corrects any incomplete applications which may include contacting insured’s or prospective clients for missing information
  • Has authority and makes the decision to submit complete applications to carriers for new and renewal business. Utilizes submission & log response feature of AMS/Agena when submitting to more than one company
  • Rates and obtains quotes from carriers on a timely basis to meet client’s expectation. Follows up to ensure timely receipt of quotations and policies. Determines appropriate debits and credits to apply to accounts depending on specific underwriting data that applies to each specific account. Negotiates rates with carriers as needed to write a new account or renew an existing account while working within the agency’s goals to generate a profit
  • Orders coverage from carrier if account is sold, submitting all necessary documentation to carrier to have policy issued
  • Treats each contact with client as an opportunity to review the whole account, round it and market the account as necessary. Actively solicits increases in coverage and rounds out account through sales to clients, leaves documentation of all contacts in AMS/Agena system. Provides coverage advice to clients informing and educating clients about policy coverage, changes, exclusions, and insurance coverage needs. Logs all conversations in the AMS/Agena system
  • Provides technical assistance to other staff to benefit clients and to reach agency’s strategic business goals
  • Maintains and utilizes suspense in the AMS/Agena system. This includes setting suspense for all policy change requests, underwriting requests, new policy receipt, submissions, quotes, receipt of renewal policies, cancellations, etc
  • Remarkets renewals and delegates to CSR’s to process renewal proposals as needed
  • Maintains monthly renewal list of assigned accounts making sure that policies are renewed with the carrier and in the AMS/Agena system. If not, makes sure AMS/Agena system is fully documented as to why the account was lost
  • Maintains and updates AMS/Agena system at the time a change or renewal is requested
  • Processes incoming mail requests, delegating when responsibility to the appropriate person. All correspondence with clients and carriers to be done from client database and form letter module in AMS/Agena system
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments; makes cancellation decisions and requests cancellations from carrier according to agency standards. Determines reasons for requests for cancellations; acts to save accounts; notifies sales executive according to agency standards
  • Refers current and prospective clients to sales executive for solicitation of medical, dental, life, and personal lines coverage’s; assists in profiling the commercial book of business for marketing purposes
  • Designs insurance plans for clients
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
  • Keep Informed regarding industry information, new product information, legislation, coverage’s and technology to continuously improve knowledge and performance
  • Bachelors Degree or equivalent combination of education and experience
  • Four or more years of insurance accounting experience
  • State specific Property, Casualty agents license required/Life and Health license desired
  • Provides solutions to problems in lieu of complaining about their existence
  • Knowledge of automated system(s) that pertain to job
  • Proficient in Microsoft Word, Excel,
  • Bank product and service knowledge
6

Insurance Account Manager, Commercial Lines Resume Examples & Samples

  • Respond to phone calls and walk-in clients
  • Answer questions and resolve problems for clients
  • Order new business, renewals, and change requests for clients
  • Invoice and process new and renewal business, endorsements, audits, and cancellations, including updating the computer system on accounts
  • Review accounts at renewal, obtaining updates on accounts by onsite visits
7

Insurance Account Manager Resume Examples & Samples

  • BA/BS degree in related field of studies, a plus
  • Insurance licenses as required by state law
  • Excellent skills in verbal and written communication and presentations
  • Strong client management and interpersonal skills
  • Ability to provide expert advice and consultation on risk management issues
8

Insurance Account Manager, Personal Lines Resume Examples & Samples

  • Maintain proper documentation on coverages and exceptions for assigned accounts
  • Maintain customer files on both paper and computer according to procedures for assigned accounts
  • Due to changing business conditions, management may request that additional duties or functions be assigned to this position
  • Superb interpersonal skills, both verbal and written
9

Commercial Lines Insurance Account Manager Resume Examples & Samples

  • Respond to phone calls and walk-in A & B clients
  • Invoice and process new and renewal business, endorsements, audits, and cancellations, including updating the computer system on A & B accounts
  • Review entire account needs when first written
  • 5+ years of large commercial account experience
10

Commercial Insurance Account Manager Resume Examples & Samples

  • Assist in Marketing, as necessary
  • Monitor all expirations and be sure all renewals are processed
  • Grade assignment based primarily upon the individual's high level of experience, production capacity to service large accounts, and ability to maintain client relationships both inside and outside the office
11

Insurance Account Manager Resume Examples & Samples

  • Refer sales opportunities to Producers
  • Provide guidance for CSAs I & II
  • Strong understanding of professional and industry standards and practices
  • Highly motivated with a strong work ethic; able to work independently and with minimal supervision
  • Skilled in Microsoft Office
12

Commercial Insurance Account Manager Resume Examples & Samples

  • Provides sales and service support to our existing Commercial Lines clients and prospects
  • Processes and manages accounts in accordance with agency standards and workflows
  • Prepares coverage analysis, risk management recommendations, submissions & proposals
  • Negotiates coverage and pricing with markets
  • Maintains client files on agency management system and performs computer transactions to include processing renewals, endorsements, certificates and other requests
  • Maintains and builds relationships with clients
  • Processes new business/renewal endorsements, certificates, cancellations, and audits
  • Proficiency with agency management systems, Sagitta preferred, and proficiency with Microsoft Office products, advanced knowledge level of Excel required
  • Ability to rate workers’ comp and other ISO rating as necessary
  • Exceptional time management and organization skills
13

Insurance Account Manager Resume Examples & Samples

  • Exercising judgement and acting independently to provide day-to-day service to a designated book of business, primarily large group accounts
  • Successful incumbents will also provide assistance in the production of new and renewal business, including marketing direction and plan implementation
  • The selected individual will also develop successful relationships with carriers and vendors and understand plan designs and products offered
  • You will also facilitate meetings with clients and their employees including renewal, open enrollment, year-end reviews, etc
  • Prioritizing effectively and responding in designated time frames while working in a fast-paced environment is important in this key role
  • You will also participate in agency growth initiatives and will maintain agency and client data accurately
  • In this position, you will utilize agency systems and tools by following established protocols
  • Bachelor's Degree or equivalent of 7+ years of work experience in the health insurance industry
  • Michigan life & health license required
14

Group Insurance Account Manager Resume Examples & Samples

  • Experience in Group Insurance and benefits
  • Customer management experience (preferred)
  • Experience in Group Insurance underwriting or financials (a plus)
  • Strong customer service focus
  • A detail-orientated individual with strong analytic, organization and time management skills
  • State Group Life and health insurance license within 30 days of hire
  • A solid knowledge of Group Insurance product and services
15

Assistant Insurance Account Manager Resume Examples & Samples

  • Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards
  • At the Account Manager's direction, order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence
  • Process various documents such as policy audits, cancellations and reinstatements
  • Order various reports, loss runs, MVR's and follow-up for their receipt
  • Assist with spreadsheets and premium allocations, when requested
  • Prepare premium finance agreements and manage the process
  • Assist in invoicing documents including installment plans and multi-client invoicing
  • Handle or refer underwriters' questions, when requested
16

Property & Casualty Insurance Account Manager Resume Examples & Samples

  • Adhering to agency standards and workflows
  • Account service activities including but not limited to: Requesting coverage changes and amendments, working on policy renewals, remarketing accounts, issuing certificates of insurance and other policy documents, advising clients, & account rounding
  • Participating as a resource in continuous improvement initiatives
  • Managing risk through the responsible handling of sensitive information & participating in regular information security training and testing
  • Property & Casualty Insurance license
  • A minimum of 3 years Commercial P&C Customer Service Experience
  • Proficiency with Microsoft Office Products
  • Excellent Verbal and Written Communication Skills
17

Business Insurance Account Manager Greensboro Resume Examples & Samples

  • Servicing, renewing, marketing and invoicing new and renewal business insurance accounts
  • Review policies for correct coverage, limits and premiums quoted
  • Prepare exposure comparisons, premium comparisons, renewal reviews and renewal proposals
  • Direct communication with clients, underwriters, brokers and marketing department to obtain various underwriting information and pricing
  • Endorsement processing
  • Loss runs reviewed monthly, quarterly or semi annual based on account premium and loss history
  • Support consultants in obtaining underwriting information and rating of new business
  • Excellent verbal and written communication abilities
  • Knowledge of rating systems, Applied, Sagitta, Reference Connect, Mod Master, Silver Plume, Word, Excel, Outlook, Internet Explorer, DAC MVR processing and various other company websites
18

Commercial Insurance Account Manager Resume Examples & Samples

  • Services designated book of business as relating to marketing, claims, and administration
  • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
  • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
  • Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
  • Requests and collects quotes (new and renewal) from carriers
  • Audits quotes, binders, and endorsements and makes requests for changes as needed
  • Processes audits and creates audit analysis for Client
  • Receives policy, then updates and completes policy check to ensure completeness
  • Updates specifications, application, and summary information to reflect changes during the year
  • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
  • Binds coverage under direction of the Unit Manager/Account Executive
  • Informs Client of any and all changes that may affect insurance premiums or coverage
  • Gathers and compiles information for new business opportunities
  • Inputs Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • Creates and sends compliance communications as needed
  • Issues and processes Client invoicing
  • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
  • Researches industry trends and governmental regulations
  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Typically three to seven years of Client services experience is required
  • Strong verbal and interpersonal communication skills required
  • Ability to complete continuing education requirements as needed
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to work on a computer for a prolonged amount of time
  • Legally able to work in the United States
19

Commercial Insurance Account Manager Resume Examples & Samples

  • Coordinate the renewal of current client business from origination to completion; assist Unit Manager in developing and cross selling of new business
  • Prepare articulate and polished presentations (oral and/or written) for all levels of client contacts
  • Prepare written correspondence, report, and analyses as needed
  • Out of town travel as required
20

Property & Casualty Insurance Account Manager Resume Examples & Samples

  • Provide assistance to the Account Executive and/or Senior Account Manager as needed on prospective customers. Depending on the type of submission, it may include entering information in the computer from current policies or other information provided by the client for the submission to markets. It may include meeting with the client along with the account executive
  • Provide service to existing clients. Communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account
  • Enter data in computer system for policies and endorsements, maintain suspense system, scan and attach polices and endorsements in computer, attach spreadsheets for Statement of Value, automobile fleet lists, etc
  • Check requirements by state to ensure state guidelines are followed for surplus lines business with regard to approved carriers, taxes, fees, completion and filing of documents, etc., in order to avoid fines that may be imposed by states
21

Senior Property & Casualty Insurance Account Manager Resume Examples & Samples

  • Provide assistance to the Account Executive as needed on prospective customers. Based on the type of submission, duties may include: data entry to enter or update current policies or other information provided by the client for the submission to markets; meet with the client along with the account executive
  • Prepare submissions to insurance markets for review by Account Executive/Supervisor
  • Send submissions to insurance markets and negotiate renewal, as directed by Account Executive/Supervisor
  • Maintain and follow timelines for renewal process
  • Provide service to existing clients – communicate with customers by phone or in person to assist them with questions, problems, changes, certificates, or other issues concerning their account
  • Contact client for updated renewal information, order loss runs, and update applications and/or spreadsheets for marketing. Assist account executive and in-house marketing department as necessary. Take care of requests for any additional information that may be requested by various markets
  • Prepare, process, review and monitor various documents such as policies, renewals, applications, changes, endorsements, binders, contracts, & audits, etc. to insure accuracy; and preventions of errors and omissions
  • Support the sales function through account rounding of existing accounts (new lines of coverage/limits, gaps, and upgrades) by referring new sales opportunities to Account Executives and/or other departments
  • Enter data in computer system for policies and endorsements. Maintain suspense system. Scan and attach polices and endorsements in computer. Attach spreadsheets for Statement of Value, automobile fleet lists, etc
  • Invoice transactions for premiums, agency fees, company fees, taxes, etc. and other accounting related functions. Prepare spreadsheets for allocation of premium when requested by client
  • On surplus line accounts, check requirements by state and make sure state guidelines are followed for surplus lines business with regard to approved carriers, taxes, fees, completion and filing of documents, etc., in order to avoid fines that may be imposed by states
  • Assist with and/or complete coverage analyis for review by Account Executives
  • If assigned responsibility, mentor Assistant Account Managers and review work for Assistant Account Managers
  • Prepare renewal presentations to clients, with assistance from Account Executive and/or Assistant Account Manager
  • Coordinate additional services with Claims, Loss Control, Management Liability and/or Benefit groups
  • If available, meeting the responsibilities listed above can be coordinated with an Assistant Account Manager but ultimate responsibility still lies with the Senior Account Manager
  • Perform other tasks as assigned by management
22

Transportation Insurance Account Manager Resume Examples & Samples

  • Work closely with our sales and service team on all aspects of client service, marketing, and renewals
  • Handle preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquire an understanding of clients’ needs and critically analyze and compare insurance plans to determine the best fit
  • Stay abreast of changes in the insurance industry and other external conditions that may impact clients
  • Make appropriate recommendations to clients in response to these changes
  • Act as a liaison between clients and insurance carriers to resolve service issues
  • Negotiate with underwriters and carriers and troubleshoot claims and billing issues
  • Be responsible for the retention of accounts in your assigned book of business
  • Identify and follow-up on cross-selling opportunities
  • Participate in or conduct client meetings
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems. Ensures the accuracy of data in those systems
  • Prepare reports for management
  • Occasionally oversee the work of our Account Representatives as needed
  • Attend industry related continuing education training and courses
23

Personal Insurance Account Manager Resume Examples & Samples

  • Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients
  • Gather information from clients and prepare applications regarding new and/or renewal coverage
  • Prepare policy quotes based on client’s needs, rates and coverages
  • Prepare all transactions for assigned accounts, i.e. applications, invoices, forms
  • May handle collections of premiums due
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Experience servicing personal accounts within an insurance agency
  • Thorough knowledge of personal lines coverages and markets
  • Experience with an electronic agency management system
  • Producer’s license
  • Experience with Excel and Word
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment
24

Commercial Insurance Account Manager Resume Examples & Samples

  • Develops new business from existing accounts and assigned leads and contributes to meeting division growth goals
  • Keeps informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
  • Experience in commercial insurance
  • Experience Microsoft Office products
25

Commercial Insurance Account Manager Resume Examples & Samples

  • Support a book of commercial accounts
  • Work with producers to maintain synergy with Hub International corporate goals, our carrier requirements, and the needs of our clients
  • Remarket existing accounts as needed
  • Review all renewal policies and rewrites for accuracy
  • Process endorsements and renewals through communication/interfacing with clients and companies
  • Process invoices and credits for agency billed business
  • Process cancellations according to procedure manual
  • Improve/refine professional skills through continuing education
  • Act as first point of contact for clients in the office as well as on the phone
  • Maintain electronic account files
  • Gather underwriting, pricing, and supporting data for preparation of renewal submissions
  • Establish and maintain good working relationships with company sales representatives and underwriting and claim representatives
  • Input/maintain accurate data in agency management system and ancillary systems as required
  • Process incoming and outgoing mail
  • Order and maintain supplies for the office
  • Maintain good working relationships within office and department
  • Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
26

Commercial Insurance Account Manager Resume Examples & Samples

  • Makes decisions on books of insurance business for which the incumbent is responsible
  • Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • Stays abreast of changes in the insurance industry and other external conditions that may impact their clients
  • Makes appropriate recommendations to clients in response to those changes independent of manager approval
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve
  • May also negotiate with underwriters and carriers
  • Troubleshoots claims and billing issues
  • Responsible for overall retention of accounts in assigned book of business
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals
  • Identifies and follows-up on cross-selling opportunities when appropriate
  • Manages, organizes, and conducts client meetings when necessary
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary
  • Ensures the accuracy of data in those systems
  • Travels on company business as required
  • Prepares reports for management as required
  • Attends industry related continuing education training and courses
27

Insurance Account Manager Resume Examples & Samples

  • Assist Sales Executives in gathering risk information and quoting
  • Learning about agency management system for policy set up, documentation, scanning, and attaching
  • Review change requests and cancellations in agency management system and carrier systems
  • Assist in preparing ID cards, binders, certificates, and other insurance documents as requested
  • Help in monitoring incoming mail
  • Assist in processing incoming payments from clients
  • Learn about processing endorsement requests and submitting information to appropriate insurance companies and other third parties
  • Assist service units with change requests, audit processing, and monthly reporting as well as various clerical duties
  • Scanning/electronic filing of communication documents
  • Provide phone assistance for office when needed
  • During normal business hours; can be flexible with scheduling
  • Must be currently enrolled in a degree-seeking undergraduate or graduate program at an accredited college or university and maintaining at least a 3.0 GPA (3.5 GPA for graduate students)
  • Must be comfortable working with proprietary information and be able to maintain confidentiality
  • High level of attention to detail, excellent organizational skills, and ability to prioritize is required
28

Group Benefits Insurance Account Manager Resume Examples & Samples

  • Serve as the strategic consultant to clients and insurance carriers for evaluating employee group benefit options
  • Provide high-level planning and counsel on all enrollments and renewals
  • Conduct risks and needs analysis for benefit clients
  • Prepare and present benchmarking to clients
  • Conduct employee meetings for clients and manage team in the assembly of benefit materials
  • Lead, develop and respond in a timely manner to day-to-day client matters, including questions and issues surrounding claims, eligibility, enrollment and rates
  • Provide the highest level of client satisfaction with proactive thinking Adhere to business processes, systems and procedures specific to client needs Maintain awareness of all relevant compliance issues and communicate them accordingly; including industry and legislative updates
  • LI-AS
  • Currently licensed or has ability to attain license upon hire
  • Ability to work in a high-paced, fast environment
  • Ability to work in an organized independent manner
  • Ability to create, compose and edit written materials
  • Strong employee relations experience working with employees and management
  • Strong verbal and written communications skills with employees and management
  • Professionalism and Integrity is a must, as well as the desire to be a “Team Player”
  • Ability to analyze, solve problems, make administrative/procedural decisions and judgments Must have knowledge of a variety of computer software applications in email, word processing, spreadsheets, and presentation software (MS Outlook, Word, Excel, and PowerPoint)
  • Experience working with a CRM or HRIS system required
29

Commercial Insurance Account Manager Resume Examples & Samples

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
  • Develop and maintain relationships with clients to ensure that all service needs are met
  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
  • Prepare client proposals based on client’s needs, rates and coverages
  • Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms
  • Maintain the accuracy of data in the agency management system
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
  • Producers license
30

Personal Insurance Account Manager Resume Examples & Samples

  • Service and sell personal insurance products to prospective and existing clients
  • Gather underwriting, pricing, and supporting data for preparation of submission and coordinate efforts with team assistant
  • Cross-sell and support renewal efforts
  • Generate applicable reports
  • Establish and maintain good working relationships with company sales representatives, service centers, underwriting, and claim representatives
  • Provide quality customer service to existing accounts
  • Update electronic file notes regularly
  • Assist account executive to prepare new client proposals
  • Assist in training other employees
31

Commercial Insurance Account Manager Trainee Resume Examples & Samples

  • Primarily responsible for handling and servicing assigned commercial accounts, and developing and perpetuating a loyal customer base in relation to the market consideration developed by the Company
  • Assists customers and makes suggestions for appropriate coverage
  • Maintains an account expiration list and initiates the renewal process
  • Responsible for marketing and placing insurance on assigned accounts
  • Maintains and updates a transactional filing system for accounts
  • Handles marketing, binding and collection of premium for those accounts written in the Excess Surplus Lines area
  • Responsible for overseeing and implementing a quality control review process to assure the production of quality work and the provision of excellent customer service
  • Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
32

Personal Insurance Account Manager Resume Examples & Samples

  • Meet mutually established activity or sales goals
  • Gather underwriting, pricing, and supporting data for preparation of submission and coordinate efforts with Assistant Account Mangers and Assistant Service Representatives
  • Provide accurate quotes based upon complete information
  • Maintains prospect log in Pipeline System and reviews periodically with manager as necessary
  • Retains and services existing accounts, maintains direct communications with each client as necessary to retain and service those clients
  • Preparation of new client proposals
33

Commercial Insurance Account Manager Resume Examples & Samples

  • Solicit new business sales inside
  • Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • Be responsible for overall retention of accounts in assigned book of business
  • Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquire understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • Stay abreast of changes in the insurance industry and other external conditions that may impact their clients
  • Make appropriate recommendations to clients in response to those changes
  • Manage, organize, and conduct client meetings when necessary
  • Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary and ensure the accuracy of data in those systems
  • Attend industry-related continuing education training and courses
  • Perform other duties as required by manager
34

Commercial Insurance Account Manager Resume Examples & Samples

  • Coordinate expirations with producer and/or account executive to obtain renewal and/or new business information
  • Maintain expiration control log
  • Provide in-house customer service to clients as assigned and requested
  • Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier
  • Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices
  • Ensure that these items are delivered and/or mailed to client
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
  • Be familiar with and follow agency E&O guidelines
  • Maintain electronic and/or paper files in an orderly, up-to-date manner
  • Perform special projects at management’s request
  • Should have a thorough understanding of commercial lines underwriting and coverages
  • Minimum of two years of experience in similar position is desirable
  • Must be P/C licensed per state requirements
  • A competitive salary depending on experience
  • Comprehensive benefit package including nearly 4 weeks of Paid Time Off during the first year, Paid Holidays, 401(k) plan with a company match, Medical, Dental, Prescription, and Vision Coverage, Tuition Reimbursement, Life Insurance, and Flexible Spending Accounts and a complimentary AAA Premier level membership (inclusive of product & service discounts) to highlight a few of the offerings
35

Commercial Insurance Account Manager Resume Examples & Samples

  • Work in a team based structure to retain and grow existing commercial portfolios in the Atlantic Region
  • Supporting Account team by researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions
  • Acts as escalation for any unresolved outstanding client premiums
  • Account business planning and forecasting
  • Coaching and mentoring Account Team
  • Establish networks and partnerships in the commercial lines insurance space
  • Providing suggestions for continuous improvements in workflows and procedures for sales and service
  • Effective client management
  • Leveraging existing commercial networks to increase business
  • Referral of personal lines clients and back up support of Personal Lines portfolios
  • Bachelor’s Degree, College Diploma, or equivalent work experience
  • General Insurance License Required
  • CAIB, CIP completed or in progress preferred
  • Minimum three (3) years of experience in Commercial Property and Casualty Insurance required
  • Proficient in MS Office Suite: Word, Excel, PowerPoint and Outlook
  • Effective communication skills both verbal and written
  • Strong team player and leadership coaching skills
  • Proactive and customer focused approach
  • Strong initiative and follow up skills
36

Insurance Account Manager Resume Examples & Samples

  • Provide a first class support service as part of a team, ensuring effective day to day servicing of client accounts
  • Manage the full cycle from business lead to completion
  • Build productive relationships with clients to ensure that their renewal needs are fully understood and met
  • Support senior Account managers with varying duties related to client/prospect/introducer relationships which grows the book/existing accounts
  • Provide support to assigned portfolios which cross multiple trades and industries and many different classes of insurance
  • Assist and support with the implementation of senior Account Plan(s) within their Book of Business by assisting with the administration for specific allocated clients to ensure retention of revenue Assist the review and proactively manage designated customer contract renewals cycles
  • Assist in the delivery of professional level documentation e.g. slips, presentations, registers, renewal reports, insurer documentation
  • Collaborate with internal colleagues, Account Executives, Account Managers, Broking Managers, New Business Team, Local Management, Compliance and others where appropriate
  • Lead and motivate team members and carry out performance reviews as required
  • Provide guidance to colleagues, with reference to others where necessary, about the administration of their clients insurances
  • Holding/working towards one of the Chartered Insurance Institute Qualification: Cert CII desirable
  • Educated to degree standard or equivalent is desirable
  • Basic account management experience in a similar role
  • Good commercial acumen gained through customer facing experiences
  • Proven track record of team working
  • Experience of dealing with complex customer relationships
  • Proven understanding of Insurance industry activities/trends
  • Able to quickly grasp and interpret salient information to maximise process efficiencies
  • Authentic communication skills for varying audience
  • Excellent planning and analytical skills
  • Able to deal with ambiguity
  • Comfortable and credible at decision-maker level
  • MS office proficient
37

Life Insurance Account Manager Resume Examples & Samples

  • Act as an advocate for the Brokers to obtain the best possible decision on a case as quickly as possible
  • Manage a high volume of case counts for new business applications for insurance (life, critical illness, disability) for a group of assigned Brokers from the time an application is submitted to the insurance carrier until the time commission is paid
  • Perform initial review of applications, ensuring all required questions have been completed, all appropriate medical requirements are ordered, application is set up properly and any compliance procedures are followed
  • Proactively manage the case and provide the Broker with an update at least once per week or more depending on how the case is progressing and determining next steps to be taken
  • Build and maintain strong relationships with the Broker and the Case Managers at the carriers
  • Work closely and collaborate with the marketing, sales, new business and inforce teams across the region
  • Continuously maintain HUB’s system with accurate and up to date information regarding all cases
  • Handle and respond to various inquiries from your group of Brokers that might relate to contracting, commissions and underwriting and respond to these requests with the assistance from a team of HUB professionals at your disposal
  • Effectively and efficiently adhere to HUB policies and procedures, as well as regulatory requirements
  • A minimum of two (2) years’ experience within the life insurance administration or MGA environment
  • Experience with WealthServ considered an asset
  • Strong organizational skills, detail oriented and solution oriented
  • Ability to multitask, effectively time manage and exercise initiative to achieve results
  • Proven customer service skills and the ability to work in a team environment while also working independently
  • LOMA or other industry related course considered an asset
38

Insurance Account Manager Resume Examples & Samples

  • Day to day management of the relationships with the Marsh Energy practice and the panel of Facility Insurers, including attending regular meetings
  • Placement of Energy Quota Share eligible risks, including recording of all incoming and outgoing transactions
  • Preparation and presentation of reports and dashboards to both the Facility Insurers and the Energy Practice where required
  • Tracking and achieving all KPI’s and SLA’s for the contractual obligations
  • Proven experience of working within Energy insurance from an Underwriting, Broking or Claims background is essential
  • Demonstrable relationship management skills are essential
  • Previous experience of creating reports and undertaking analysis is beneficial
  • Strong Microsoft Office skills, including Word, Excel and Powerpoint, is highly beneficial
39

Personal Insurance Account Manager Resume Examples & Samples

  • Provide clients with prompt, courteous and professional service
  • Resolve client concerns and complaints while ensuring that excellent service standards are met
  • Meet growth targets and sales goals
  • Analyze client coverage, exposures and loss experience to determine risk requirements
  • Prepare client pre-renewal and renewal packages, policies, submissions, binders, letters, summaries and invoices
  • Review policy documentation for accuracy and completeness
  • Identifying cross-selling and upselling opportunities
  • Effective management of workflow
  • Servicing Personal Insurance accounts
  • Perform other responsibilities as assigned
  • College Diploma or University Degree and/or equivalent work experience
  • 2-5 years of experience in Personal Insurance preferred
  • RIBO Licensed Required
  • Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
  • Experience on Sig XP or EPIC or an equivalent insurance broker management system preferred
  • Strong organizational, time and client management skills
  • Effective communication skills both written and verbal
  • Strong team player and ability to work independently
  • Knowledge of diverse insurance policies and emerging insurance trends
  • Resourceful researching skills