Inside Broker for Wholesale Insurance

Novatae Risk Group; St. Louis (MO); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to oversee a diverse portfolio of clients in St. Louis. This role is essential for building strong client relationships and ensuring their needs are met through effective communication and problem-solving skills. The ideal candidate will have a Property & Casualty license and at least two years of experience in the insurance field, demonstrating proficiency in agency management software and Microsoft Office. Join a forward-thinking company that values diversity and promotes a collaborative work environment, where your contributions will help shape the future of client service in the insurance industry.

Qualifications

• 2+ years of P&C wholesale insurance experience required.
• Must have a Property & Casualty license.

Responsibilities

• Oversee client accounts and handle service requests.
• Interact with clients to assure satisfaction and solve problems.

Skills

Property & Casualty license

Insurance experience

Interpersonal skills

Communication skills

Attention to detail

Independent work

Teamwork

Tools

Microsoft Office

Agency management software

Job description

The Account Manager will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our St. Louis branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Requirements

• Property & Casualty license is required.
• Minimum of 2 years of previous P&C wholesale insurance experience.
• Proficient in basic computer skills, such as Microsoft Office and agency management software.
• Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
• Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
• Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
• Team player with a strong work ethic and positive attitude.

Qualifications

• Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
• Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
• Processes renewals following agency procedures.
• Remarkets accounts identified for renewal marketing following agency procedures.
• Provides quotes to existing clients for additional lines of business as needed.
• Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
• Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
• Manages cancellation processes according to agency standards, addressing both carrier and client request as received.

Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance