PL Account Manager

Reliable Insurance Agency; Cloquet (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401k Match

Profit Sharing

Section 125 - Daycare, Health, Dental

35 Hour Work Week

Vacation

PTO

7 Paid Holidays & Birthday off

HSA Health Insurance - 100% ofEmployee

Life Insurance - option to purchase

Licensing & CE

Group Long Term Disability

Group Dental

Group Vision

Aflac Benefits

LegalShield - Shared cost

Job summary

Reliable Insurance Agency in Cloquet, MN is seeking a motivated Insurance Support Associate to provide prompt, high-quality service to designated accounts and assist the Account Executive with retention and growth.

You will process change and cancellation requests, document client interactions, and collaborate with Claims, CSRs and team members to keep contact details current and accurate. This role emphasizes cross-selling and timely communication.

Qualifications

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

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

Skills

Advanced computer skills

Self-Motivation

Teamwork

Communication

Time management

Multitasking

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
• Ability to multitask
  

Performance Measurements:

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, new business, and account retention.

Benefits:

• 401k Match
• Profit Sharing
• Section 125 - Daycare, Health, Dental & Vision
• 35 Hour Work Week
• Vacation
• PTO
• 7 Paid Holidays & Birthday off
• HSA Health Insurance - 100% of Employee Paid
• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  
• Licensing & CE Scheduled & Paid by Agency
• Group Long Term Disability - at your cost
• Group Dental - at your cost
• Group Vision - at your cost
• Aflac Benefits - at your cost
• LegalShield - Shared cost