Account Manager
Brummel Madsen Insurance
Cedar Falls, IA
Full-time
Accounting
Posted on January 13, 2022
POSITION TITLE: Account Manager
DATE: March 2021
REPORTS TO: Director of Operations
POSITION SUMMARY:
The Account Manager's job is to perform duties and maintain quality service to our risk management accounts – it will require working with clients, insurance companies, and producer(s).
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES
- Accurately manage client accounts and ensure all deadlines are met
- Assist producer in marketing and placing new business and/or renewal business
- Prepare renewals of insurance
- Communicate and partner with insurance companies to ensure we are meeting on the client expectations
- Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
- Collect and report information from client to ensure we are assisting in minimizing exposures
- Communicate with clients and answer questions regarding their policies and/or services provided by FMSI
- Build and maintain strong, long-lasting relationships with clients, both internal and external
- Maintain confidentiality of client and company information
- Perform other duties as assigned appropriate to the position
EDUCATION & EXPERIENCE
- High School diploma or GED required
- College level business courses preferred
- Minimum 2 years work experience in the insurance industry preferred
- P&C Insurance licenses required or ability to obtain within 90 days of employment; will maintain annually
- Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
- Customer service experience or support, preferably in insurance industry
SKILLS & COMPETENCIES
- Strong organizational and time management skills
- Ability to prioritize work load
- Extremely accurate and detail-oriented
- Knowledge of insurance terms and documents
- Ability to analyze and interpret insurance data
- Strong and professional verbal and written communication skills
- Strong problem-solving skills
- Understand and maintain fiduciary responsibility for company, client, and producer
EDUCATION & EXPERIENCE
- High School diploma or GED required
- College level business courses preferred
- Minimum 2 years work experience in the insurance industry preferred
- P&C Insurance licenses required or ability to obtain within 90 days of employment; will maintain annually
- Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
- Customer service experience or support, preferably in insurance industry
SKILLS & COMPETENCIES
- Strong organizational and time management skills
- Ability to prioritize work load
- Extremely accurate and detail-oriented
- Knowledge of insurance terms and documents
- Ability to analyze and interpret insurance data
- Strong and professional verbal and written communication skills
- Strong problem-solving skills
- Understand and maintain fiduciary responsibility for company, client, and producer