Insurance Account Manager

Boulder Connect; Rolling Meadows (IL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Boulder Connect in Rolling Meadows, IL seeks a driven Small Business Client Service Manager to oversee a portfolio of small business accounts and serve as the main contact for clients. You will coordinate policy placement, renewals, endorsements, and inquiries, collaborating with carriers and internal teams to ensure accurate coverage and timely service.

The role emphasizes risk management support, cross-sell opportunities, and meticulous record-keeping, while upholding integrity and compliance

Formación

• Manage a portfolio of small business accounts and serve as the primary point of contact.
• Coordinate policy placement and renewals to ensure timely, accurate coverage.
• Process endorsements and handle client inquiries promptly and professionally.
• Collaborate with producers, carriers, and internal teams to resolve issues and confirm coverage accuracy.
• Support risk management solutions and assist in identifying cross-sell opportunities.
• Maintain detailed account documentation and records.
• Uphold high standards of integrity, compliance, and client-focused service.

Responsabilidades

• Manage a portfolio of small business accounts and serve as the primary point of contact.
• Coordinate policy placement and renewals to ensure timely, accurate coverage.
• Process endorsements and handle client inquiries promptly and professionally.
• Collaborate with producers, carriers, and internal teams to resolve issues and confirm coverage accuracy.
• Support risk management solutions and assist in identifying cross-sell opportunities.
• Maintain detailed account documentation and records.
• Uphold high standards of integrity, compliance, and client-focused service.

Conocimientos

Client service

Account management

Insurance operations

Policy placement

Renewals

Endorsements

Issue resolution

Cross-functional communication

Attention to detail

Descripción del empleo

Small Business Client Service Manager

• Manage a portfolio of small business accounts and serve as the primary point of contact
• Coordinate policy placement and renewals to ensure timely, accurate coverage
• Process endorsements and handle client inquiries promptly and professionally
• Collaborate with producers, carriers, and internal teams to resolve issues and confirm coverage accuracy
• Support risk management solutions and assist in identifying cross-sell opportunities
• Maintain detailed account documentation and records
• Uphold high standards of integrity, compliance, and client-focused service

Key skills:

strong client service, account management, insurance operations knowledge (renewals/endorsements/policy placement), issue resolution, attention to detail, and effective cross-functional communication.