Insurance Account Manager

The Juris Agency; Cadiz (KY); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid Vacation

Paid Holidays

Bonus Pay + Commissions

401K Plan

Health Insurance

Life Insurance

Disability Insurance

Flexible Schedule

Mon-Fri Schedule

Licensing Assistance

Job summary

Lake Barkley Insurance, serving Western KY & Middle TN, seeks an Insurance Account Manager to manage a diverse book of business and deliver exceptional client service across two agency locations. The role emphasizes staying proactive with clients, processing submissions, and maintaining meticulous documentation.

Experience in Personal or Commercial Lines is preferred; a Property & Casualty license is a plus but not required.

Qualifications

• Experience as Personal Lines or Commercial Lines account manager preferred but not required.
• Active Property & Casualty license preferred but not required.
• Two-year Associate Degree or Four-year Bachelor's Degree preferred but not required.

Responsibilities

• Maintain and service assigned customer accounts with high client satisfaction.
• Develop submissions on new and renewal business and obtain quotes with agency procedures.
• Maintain Agency Management System and electronic files for documentation.
• Retain accounts through proactive rounding and cross-selling opportunities.
• Build strong client relationships through proactive communication.
• Respond to policy changes, cancellations, and sales requests within set timeframes.
• Participate in courses for insurance/sales skills and stay current with underwriting requirements.

Skills

Customer service

Account management

Communication

Time management

Team player

Education

Associate degree

Bachelor's degree

Tools

Agency management system

Microsoft Office

Job description

Job Description

Lake Barkley Insurance is an Independent Insurance Agency serving Western KY & Middle TN.We represent one of the largest selections of highly rated insurance carriers in the marketplace and we are looking to grow and expand our team.

We areseeking a confident, and highly motivatedprofessional ready to grow their career as a trusted insurance advisor in the markets we serve. This is an excellent opportunity for a detail-oriented, customer service-focused professional to manage a diverse book of business. As a licensed Insurance Account Manager, you will be responsible for providing timely and professional client service to a large base of existing customers within our twoagency locations.

Experience as a Personal Lines or Commercial Lines Account Manager Representative and an active Property & Casualty License are preferred, but not required.

New to the insurance industry? Your base salary will start at $40,000. Experienced insurance professionals will start with base salary up to $70,000, depending on experience.

Benefits

• Paid Vacation
• Paid Holidays
• Opportunity for Bonus Pay + Commissions
• Employer Sponsored 401K Plan
• Employer Sponsored & Paid Health Insurance
• Employer Paid Life Insurance, Short Term and Long Term Disability
• Voluntary Benefit Options for Dental, Vision and Dependent Life Insurance
• Flexible Work Schedule
• No Night or Weekend Required Work Schedules
• Growth Opportunities for Advanced Positions
• Group Social Activities such Christmas parties, Employee Dinners, Celebrations, etc.
• Civic & Community Involvement supported & encouraged
• All Insurance Education & Licensing 100% Paid by Employer
• Flexible Schedule
• Vision Insurance
• Life Insurance
• Hands on Training
• Retirement Plan
• Career Growth Opportunities
• Evenings Off
• Mon-Fri Schedule
• Licensing Assistance Available
• Dental Insurance
• Paid Time Off (PTO)
• Health Insurance
• Disability Insurance
• Parental Leave

Responsibilities

Day to Day maintenance and servicing of assigned customer accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction
• Support Producers' sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
• Maintaining Agency Management System and electronicfiles to ensure proper documentation for assigned client accountsincluding policies, endorsements, invoices, binders, certificates of insurance, etc. in a timely manner.
• Achieving agency account retention goals through proactive account rounding, cross selling of higher coverage limits, enhancement endorsements, andconsultative recommendations that benefit individualcustomer'sneeds
• Developing strong relationships with clients through proactive and responsive communication
• Responding to all inquiries, customer policy change requests, cancellation requests and sales requests within specified timeframe
• Participation in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
• Participation in any special projects at management’s request, including acting as a peer mentor and trainer as needed

Requirements

• Experience as a Personal Lines or Commercial Lines Account Manager or Commercial Lines Customer Service Representative preferred (but not required)
• Active Property & Casualty insurance license preferred (but not required)
• Two-year AssociateDegree or Four-year Bachelor's Degreepreferred (but not required)
• Experience and expertise in operating in an electronic environment; excellent automation skills, including agency management systems, Microsoft Office, other relevant software, and phone systems
• Excellent time management, organizational,problem-solving, and communication skills
• Possessing an upbeat, positive, and enthusiastic attitude
• Ability to work independently and as part of a team
• Strong customer service skills
• Driven and goal-oriented individual
• Ability to tactfully handle stressful and difficult situations.
• Knowledge of commercial insurance products, and the underwriting process for commercial insurance a plus