Personal Insurance Account Manager

Socket.dev; East Providence (RI); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev is seeking an experienced Insurance Account Manager to oversee a defined book of Personal Lines business in Rhode Island. You will be the primary client liaison, ensuring timely servicing, coverage education, and alignment with corporate standards.

Collaborating with Assistant Account Managers, you will process Applications, Quotations, Renewals and Endorsements, manage invoicing, and respond to carrier inquiries while maintaining meticulous client files in ImageRight.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• AAI/AIS designations preferred.
• 3+ years’ experience in Insurance, preferably at an agency.
• Producer license is mandatory.
• Strong MS Office skills and effective written/verbal communication.

Responsibilities

• Function as main point of contact for clients and advise on coverage and risk.
• Process client transactions including Applications, Quotations, Renewals, Cancellations, Endorsements, Binders, Invoices.
• Identify up-sell and cross-sell opportunities.
• Coordinate with Assistant Account Managers on inquiries and documentation.
• Maintain client files and log communications in ImageRight.
• Assist with accounting discrepancies and back up other Account Managers as needed.

Skills

MS Office proficiency

Verbal and written communication

Insurance knowledge

Multitasking

Team collaboration

Producer license

Education

Bachelor’s degree

AAI / AIS designations

Tools

ImageRight

Job description

Position Summary:

This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance to new and existing Personal Lines clients.

This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.

Essential Job Functions:

1. Function as main point of contact for client. Address general questions, provide guidance on coverage and informs/educate clients on risk and exposures.
2. Work in conjunction with Assistant Account Managers to process client transactions including but not limited to Applications, Quotations, Renewals, Cancellations, Endorsement Requests, Binders, Invoicing and follow up correspondence within agency and industry standards.
3. Identify and solicit up sell and cross sell opportunities for new and existing clients.
4. Work in conjunction with Assistant Account Managers to manage response to client inquiries, incoming mail, and carrier inquiries.
5. Maintain client files and tasks in database, including documenting pertinent written correspondence and/or verbal conversations in ImageRight.
6. Utilize online company rating on carrier websites, upload endorsements and policies as needed.
7. Manage Task list in ImageRight.
8. Assist with Accounting discrepancies.
9. Serve as back up to other Account Managers when requested.
10. Completes additional duties as assigned.

Requirements

Skills and Abilities:

1. Fluency in MS Office products.
2. Superior verbal and written communication skills.
3. Strong knowledge of insurance coverage and terminology.
4. Ability to multitask and operate in an ever changing environment is critical.
5. Ability to work well in a team environment.
6. Ability to communicate clearly, to work well with others, and to manage time effectively.

Education and Experience:

1. Bachelor’s degree in a relative field
2. AAI, AIS designations preferred
3. 3+ years’ experience in Insurance, preferably at an agency.
4. Producer license is Mandatory