Insurance Account Manager: Client Growth & Service

Socket.dev; Eden Prairie (MN); On-site; USD 60,000 - 95,000; Full time

Job summary

Christensen Group is seeking an Account Management professional in Minnesota to provide day-to-day client management on a book of business and back up client advocacy by handling calls and emails. You will process mail, review certificates, assist with audits, and manage service workflow while maintaining strong relationships with insureds and carriers.

The role requires a 5+ year track record in business insurance customer service, proficiency with online quoting, and excellent communication

Qualifications

• 5+ years of Business Insurance customer service experience.
• Experience with online quoting and overall knowledge of the commercial insurance marketplace.
• Ability to work in a team setting.
• Detail-oriented.
• Ability to organize and prioritize work responsibilities.
• Excellent communication skills — verbal and written.
• Active Resident Property and Casualty insurance license.
• Epic experience is preferred.
• Microsoft Office experience (Word & Excel) preferred.

Responsibilities

• Provide day-to-day client management on a book of business.
• Backup Client Advocate in handling calls/emails and investigations of insured questions (Billing, Change Requests, Certificates).
• Process incoming mail for the team and distribute to team.
• Perform complex contract reviews for certificates of insurance and issue special handling certificates.
• Complete and assist insured with Audit Disputes.
• Manage workflow for the service team and delegate tasks.
• Follow agency procedures for client management systems.

Skills

Customer service

Communication

Teamwork

Detail oriented

Organizational skills

Microsoft Office

Tools

Microsoft Office

Job description

Christensen Group is seeking an Account Management professional in Minnesota to provide day-to-day client management on a book of business and back up client advocacy by handling calls and emails. You will process mail, review certificates, assist with audits, and manage service workflow while maintaining strong relationships with insureds and carriers.

The role requires a 5+ year track record in business insurance customer service, proficiency with online quoting, and excellent communication