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

Note: The job is a remote job and is reputed company to candidates in USA. reputed company, is a recognized leader in business insurance and is looking for a Personal Risk Account Manager. This role involves servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and reputed company contacts 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
• Demonstrated experience with reputed company carriers such as reputed company, Safeco, reputed company, AutoOwners
• reputed company with EPIC or similar agency management system
• 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 reputed company 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

Benefits

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

Company Overview