Insurance Account Manager

Lake Barkley Insurance; Cadiz (KY); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid Vacation

Bonuses & Commissions

401K Plan

Health Insurance

Life Insurance

Disability Insurance

Flexible Schedule

Mon-Fri Schedule

Licensing Assistance

Job summary

Lake Barkley Insurance, an Independent Agency serving Western KY and Middle TN, seeks a motivated Insurance Account Manager to service a diverse book of business across two locations. You will manage existing accounts, assist producers, and leverage agency systems to ensure timely, accurate documentation and top-notch client service.

New or experienced professionals can join; base salary ranges from $40,000 to $70,000 depending on experience, with benefits and opportunities for growth.

Qualifications

• Personal Lines or Commercial Lines Account Manager experience 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.
• Experience with agency management systems and MS Office.
• Excellent time management, organizational, problem-solving, and communication skills.
• Ability to work independently and as part of a team; strong client service mindset.

Responsibilities

• Maintain and service assigned customer accounts with high level of client satisfaction.
• Support Producers’ sales efforts by developing submissions and obtaining quotes.
• Keep records in the Agency Management System and electronic files up to date.
• Aim for high account retention through proactive outreach and cross-selling where appropriate.
• Build strong client relationships through proactive and responsive communication.
• Respond to inquiries and policy changes within defined timeframes; support special projects as needed.

Skills

Customer service

Time management

Communication skills

Relationship building

Education

Two-year Associate Degree or Four-year Bachelor's Degree

Tools

Agency management system

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