Account Manager

Insight Global; Richardson (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Insight Global is seeking an Account Manager to service commercial clients, support new and renewal business, and build carrier relationships in Richardson, TX.

You will manage daily client needs, coordinate services, advise on coverage changes, prepare submissions, and maintain accurate policy information while driving retention and service quality.

Qualifications

• Ability to work in a fast paced environment with minimal instruction and high accuracy.
• Prioritize and manage workflow to ensure timely processing of transactions.
• Maintain cordial relationships with clients, carriers, and colleagues.
• Proactively stay informed on industry information and product coverage.

Responsibilities

• Manages assigned accounts day-to-day, coordinating services and responding to questions.
• Maintains timeliness and completeness when interacting with clients and company personnel.
• Provides advice on changes to coverage as needed.
• Prepares submissions for marketing insurance accounts.
• Initiates contact with carriers and tracks marketing submissions.
• Responds to quotations, declinations, and coverage questions.
• Reviews policies and endorsements for accuracy.
• Maintains expiration lists and other admin duties.

Skills

Account management

Customer service

Communication skills

Insurance knowledge

Tools

Microsoft Office

Job description

The Account Manager is responsible for daily servicing of commercial clients. This position assists in the service, production, and retention of new and renewal clients while maintaining high serve standards. Also responsible for developing relationships with carriers and insureds.

Duties include but are not limited to:

• Manages assigned accounts on a day-to-day basis which includes coordinating all services, answering questions, and resolving problems which may arise.
• Maintains a concern for timeliness and completeness when interacting with clients, agency, and company personnel.
• Responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage
• Responsible for making sure that all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides coverage that was presented to the insured in the proposal.
• Prepares thorough and complete submissions for the marketing of accounts.
• Initiate contact with the insurance carriers and submit marketing requests.
• Track status of marketing submissions.
• Provide carriers/underwriters with updated information as requested.
• Compile, review, and respond to al quotations and declinations.
• Answer intermediate coverage questions, i.e. policy coverage questions, scenario questions, how coverage applies etc. (may need to pull policy for answers)
• Review policies and endorsements for accuracy
• Manage and maintain expiration lists.
• Other duties as assigned.

Knowledge and Skills:

• Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with other effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• Demonstrate consistently positive customer service skills focused on client and employee retention
• Perform job responsibilities in accordance with policies and applicable laws.
• Must be comfortable with internet based programs as well as advanced knowledge of Microsoft office products.
• Make effective independent decisions regarding duties and responsibilities.