PL Account Manager

reliablemn; Cloquet (MN); On-site; USD 42,000 - 56,000; Full time

Job summary

reliablemn is seeking a detail-oriented Account Specialist in Minnesota to deliver prompt, high-quality service for designated accounts. You will support the Account Executive, assist in retaining existing clients, and help expand the book of business through cross-selling and timely communication.

Responsibilities include processing changes, documenting interactions, and participating in weekly meetings with Account Managers/CSRs while maintaining accurate client records and professional

Qualifications

• Experience preferred but not required.
• Advanced computer skills.
• Self-motivation.
• Ability to work in a team environment.
• Exceptional communication and time management skills.

Responsibilities

• Process change/cancellation requests for clients
• Provide excellent service at all times
• Document all client interactions
• Involved in weekly meetings with Account Managers/CSRs
• Communicate with Claims department on progress of claims detail if needed
• Cross-sell to help build book of business
• Help Account Executive remarket existing policies
• Help maintain up-to-date client contact information
• Communicate with Team Members in a professional manner
• Review renewal book of business & communicate with Account Executive

Skills

Experience

Advanced computer skills

Self-Motivation

Teamwork

Communication

Time management

Tools

General software tools

Job description

Purpose of Job:

• To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive
• To assist in the retention of existing accounts.
• To assist the Account Executive with increasing book of business.

Responsibilities:

• Process change/cancellation requests for clients
• Provide excellent service at all times
• Document all client interactions
• Involved in weekly meetings with Account Managers/CSRs
• Communicate with Claims department on progress of claims detail if needed
• Cross-sell to help build book of business
• Help Account Executive remarket existing policies
• Help in maintaining up-to-date client contact information
• Communicate with Team Members in a professional manner
• Review renewal book of business & communicate with Account Executive

Job Qualifications:

• Experience preferred but not required
• Advanced computer skills
• Self-Motivation
• Ability to work in a team environment
• Exceptional communication and time management skills