PL Account Manager

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

Employment type
Full-Time

Work arrangement
No