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

SAIC

Senior Systems Engineer Job at SAIC

 ...devices and/or servers+ Network administration+ Linux and Windows operating systems+ Cloud platforms+ PowerShell and Bash scriptingSAIC accepts applications on an ongoing basis and there is no deadline.Covid Policy: SAIC does not require COVID-19 vaccinations or... 

Empeople Credit Union

Mortgage Loan Originator Job at Empeople Credit Union

 ...The Mortgage Originator is responsible for consulting with current and potential members regarding mortgage loan and other loan options. The Originator collects the required financial...  ...is not limited to meetings at Realtors Offices, table events with Financial Wellness... 

PCL Solar Constructors US

Experienced Heavy Equipment Operator- Solar Job at PCL Solar Constructors US

 ...preferred. OSHA Competent Person: Excavation & Trench Excavations Safety Training OSHA Competent Person: Excavation & Trench Forklift Certification Rigging and Material Handling training PCL is an innovative, safety-oriented company comprised of people who... 

Consilium

Account Manager Job at Consilium

 ...Account Manager On-Site, Irving, TX Company Description Consilium Staffing is a specialized locum tenens staffing firm that focuses on providing temporary staffing solutions for healthcare providers. Our services are designed to support both healthcare facilities... 

Coupang

Senior Office Manager Job at Coupang

 ...Job Overview: We are looking for an energetic Senior Office Manager responsible for end-to-end ownership of the operational management...  ...new hires (seating arrangements, badges, pictures, I-9, office tours, and a weekly on-boarding breakfast). Partner with Physical Security...