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

Chick-fil-A

Equipo de limpieza nocturna Job at Chick-fil-A

 ...Chick-fil-A - Limpieza inmediata durante la noche Posicin de la tripulacin Te apasiona mantener un medio ambiente limpio y seguro? Prosperas en un lugar de trabajo orientado al equipo? nase a Chick-fil-A Schererville como miembro del equipo de limpieza nocturna... 

Sid Potts, Inc

Administrative Assistant Job at Sid Potts, Inc

 ...Maintain all tasks lists - updated and prioritized daily Prepare repairs, purchase orders, special orders, and manage and maintain status...  ...preferred Proficient in Microsoft Office Suite Excellent phone etiquette and communication skills Dedicated and career... 

Holaday-Parks, Inc.

Mechanical (MEP) Construction Sales - Anchorage, AK Job at Holaday-Parks, Inc.

 ...Role Overview: As our Mechanical Sales Representative youre responsible for generating new business, maintaining strong relationships...  ...with existing clients, and driving growth in mechanical construction projects across commercial, industrial, and institutional sectors... 

Basin Holdings

Painter Job at Basin Holdings

 ...If you are an experienced, hard-working, reliableindustrial painter who takes pride in your work, we'd love to have you on our team! Essential Duties 1 Problem solve any issues that may arise. 2 Paint steel racks with electrostatic spray guns. Provide strict... 

Compass Group USA

Senior Director of Food and Nutrition Job at Compass Group USA

Hit the High Notes in Your Career as Senior Director of Food & Nutrition in Nashville, TN! Step into a leadership role where your expertise makes a real impact. As Senior Director of Food & Nutrition , youll oversee all aspects of hospital foodservice operations...