Account Manager

Colonial Group; New Hampshire; On-site; USD 68,000 - 95,000; Full time

Job summary

Colonial Group is seeking an experienced Customer Service Specialist to manage service for assigned clients and support Producer-led new business efforts. You will prepare renewal strategies, analyze exposures, and assist with marketing, quotes, and binding of policies.

Role requires a strong service mindset, effective communication, and a collaborative approach to support producers and clients in NH and surrounding markets. This is an on-site position within a team-focused environment.

Qualifications

• Associate's degree or equivalent required.
• Minimum 6 years related insurance work experience.
• Valid Insurance License required.
• Continued CE requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients.
• Initiates renewal process and discusses renewal strategy with Producer.
• Analyzes exposures and develops renewal or marketing specs.
• Conducts marketing, negotiates rates, reviews quotes for competitiveness and accuracy.
• Finalizes proposals and coordinates binders/certificates issuance.

Skills

Microsoft Office

Verbal & written communication

Customer service excellence

Leadership & time management

Teamwork & collaboration

Education

Associate's Degree

6+ years insurance experience

Valid Insurance License

Continuing Education compliance

Job description

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 and prospects;
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
• Reviews and summarizes marketing results and prepares proposals;
• Finalizes proposals and presentations in coordination with Producer;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Reviews policies for accuracy and review contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Notifies brokers of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's Degreeor 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

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