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

Mohawk Opportunities Inc.

Program Assistant- Forensic ACT Team Job at Mohawk Opportunities Inc.

 ...Program Assistant Make a difference and work for an agency where you matter! The Program Assistant Forensic ACT Treatment Team (FACT), supports staff members on a multidisciplinary team, is responsible for organizing, coordinating and monitoring all non-clinical... 

Confidential

Recruiter Job at Confidential

 ...support and information on services. Fields customer questions and complaints Identifies and implements efficient and effective recruiting methods and strategies based on the available role, industry standards, and the organization's needs. Assists with job... 

Fence & Deck Connection

Residential Sales Job at Fence & Deck Connection

 ...to Friday w/ some Saturday appointments Work Location: Remote Responsibilities:...  ...Work harmoniously with Project Managers to insure proper installation Self-generate leads...  ...sales experience preferred (a plus if in the home improvement business) Bachelors degree... 

Macdonald & Company

Vice President of Land Engineering & Development Operations Job at Macdonald & Company

 ...firm with a vertically integrated platform spanning acquisitions, land development, siteworks, construction, and delivery. With an...  ...around engineering review, constructability, municipal coordination, survey integration, entitlement readiness, and project closeout.... 

Mural Group

PLC Programmer Job at Mural Group

 ...partnering with a nationally recognized food manufacturing company to hire a Controls Technician who will serve as the hands-on lead of the PLC and controls function at a high-volume production facility. About the Role This is a floor-focused, boots-on-the-ground role....