Employee Benefits Account Manager coordinating open enrollments and servicing clients in Arizona. Collaborating with team to meet client expectations and enhance agency productivity.
About the role
- Tribal Account Manager providing direct service to customers on Tribal commercial insurance programs through various communication means. Focus on retention and growth through prompt and courteous service.
Responsibilities
- Provide direct customer service support for Tribal Commercial Lines clients
- Issue appropriate documentation as needed including certificates of insurance, auto insurance ID cards, etc.
- Compose or assist in composition of highly technical or sensitive correspondence
- Complete applications, negotiate with underwriters and prepare proposals for new and renewal business proposals/offerings
- Contact clients and/or underwriters to obtain additional information or answer questions
- Resolve policy and coverage related concerns for clients, insurance carriers, and producers
- Place coverage with acceptable carriers adhering to appropriate carriers binding authority
- Stay current on company insurance products and offerings
- Keep abreast of developments in the marketplace, including product line offerings, changing insurance consumer trends & needs
- Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
- Ability to communicate negative actions to the client, while offering a solution to remedy the situation
- Maintain accurate and timely documentation of communication pertaining to client’s insurance program
- Review accounts handled for adequate coverage
- Educate, cross sell, and upsell coverages, recommending changes to insured for enhanced protection, ensuring Office Minimum Standards are being met
- Process change requests and other coverage research issues
- Process ICRs in compliance with Brown & Brown protocol
- Check policy coverage and endorsements for accuracy
- Assume full responsibility for service and administration of client accounts
- Assist with Worker’s Compensation Analytical Reports as requested by Tribal Division Manager
- Transact Agency Billed Policy in timely fashion adhering to Brown & Brown protocol
- Review Aged Receivables, follows up on collection of premium payments and assist the accounting department in reconciliation of company and client accounts
- Manage & maintain individual Washington Producer’s License by attending appropriate CE classes
Requirements
- Three or more years of agency Lines experience managing the service of multi-line Commercial P&C license
- Working knowledge of MS Office – Word, Excel, Outlook
- Experience with Agency Management Software Systems (Preferred)
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Senior Account Manager partnering with producers to solve account issues for a leading insurance brokerage. Role includes customer liaison, policy management, and coverage consultations in Portland, OR.
Account Manager responsible for helping restaurant clients maximize delivery performance using AI. Collaborating with cross - functional teams to provide insights and operational support.
Account Manager delivering world - class PR services to BLUE’s global clients. Manage multiple client accounts, projects and mentor junior team members in a hybrid working environment.
Account Manager developing new and existing client accounts for Menemsha Development Group. Engaging in sales presentations, managing CRM activities, and ensuring superior client service.
Account Manager driving sales growth across selected accounts for Zotefoams. Fostering customer relationships and supporting market development in the EMEA region.
Senior Partnerships Manager leading partner strategy and revenue generation for bookingkit's success platform. Building alliances across Europe to enhance market reach and product adoption.
Sales Manager for Sonoco’s Industrial Paper Packaging responsible for driving B2B sales across the Midwest. Engaging with customers, maintaining relationships, and expanding market presence in competitive markets.
Sales Account Manager at YOOBIC managing accounts and driving growth through upselling and renewals. Leading commercial negotiations and leveraging data to identify opportunities.
Account Manager responsible for portfolio growth and client satisfaction at YOOBIC in London. Collaborating with teams to upsell and renew contracts while ensuring excellent service.