Insurance Account Manager - Epic Software Job at Sterling Search Partners, Birmingham, AL

STZBclc5Y1hLM3lwSHd5RXNpR3B6OE1YN0E9PQ==
  • Sterling Search Partners
  • Birmingham, AL

Job Description

Sterling Search Partner is helping a Birmingham Insurance client with its search for an Account Manager. As an Insurance Account Manager is responsible for managing and maintaining client relationships, ensuring their insurance needs are met, and providing exceptional customer service. The role combines elements of sales, customer service, and administrative tasks.

Key Responsibilities:

Client Relationship Management:

  • Serve as the primary point of contact for clients, answering inquiries, and resolving issues.
  • Build and maintain strong, long-term relationships with clients.
  • Understand the clients' insurance needs and recommend suitable coverage options.

Policy Management:

  • Review and manage clients' insurance policies to ensure accuracy and compliance.
  • Assist clients in policy renewals, modifications, and cancellations.
  • Help clients file claims and track their claim status.

Sales and Upselling:

  • Identify cross-selling and upselling opportunities for additional insurance products.
  • Present and explain new insurance offerings to clients.
  • Help clients understand the benefits and costs of various policies.

Documentation and Administration:

  • Maintain accurate and up-to-date client records in the insurance management system.
  • Prepare and submit policy quotes and proposals.
  • Process policy changes, endorsements, and cancellations.

Collaboration:

  • Work closely with underwriters and other insurance professionals to ensure proper coverage.
  • Collaborate with sales teams to attract and retain clients.
  • Liaise with claims departments to manage and resolve claims efficiently.

Compliance and Industry Knowledge:

  • Stay informed on industry trends, regulations, and new products.
  • Ensure clients’ policies comply with legal and regulatory requirements.

Skills and Qualifications:

  • Education: Bachelor’s degree (preferred) or relevant industry certifications (e.g., Licensed Insurance Agent).
  • Experience: Previous experience in insurance sales, customer service, or account management is often required.

Job Tags

Similar Jobs

Dominion Realty Partners

Director of Commercial Real Estate Acquisitions Job at Dominion Realty Partners

 ...Director of Commercial Real Estate Acquisitions Richmond, VA Primary Focus: Land Acquisition for Multifamily Development + Office Site Acquisition (depending on market). The Director of Real Estate Acquisitions will play a central role in sourcing, evaluating... 

SNI Companies

Data Entry Specialist Job at SNI Companies

 ...SNI Companies has partnered with San Antonio area Logistics firm adding a strong Data Entry Specialist to the team. Monday to Friday 8am to 5pm on-site $18-19.00 per hour no nights or weekends Data Entry Operator Job Responsibilities: Prepare, compile,... 

Advanced Recruiting Partners

Support Coordinator Job at Advanced Recruiting Partners

 ...financial processes within a leading pharmaceutical company. No prior experience is required just a strong work ethic, a willingness to learn...  ...requisition forms and confirming receipt of products Assisting with small purchases using a procurement card and submitting... 

Clearwater Drilling Co

Water Well Driller Job at Clearwater Drilling Co

Driller with at least 3 years of drilling experience on air rotary drill, downhole hammer consolidated formation, to drill water wells residential and commercial. Must be an experienced driller with minimum class B CDL Will help relocate and provide housing to the...

HSAGP Energy

Utility Mechanical Technician Job at HSAGP Energy

 ...information visit our website Join us on the journey of two companies' massive electric vehicle project in Bartow County! Summary: Mechanical technician in Utility is responsible for managing various mechanical facilities and their parts including air compressor,...