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

Highway

Application Operations Assistant Manager Job at Highway

About the Company: Highway is the fastest-growing freight tech provider in North America. We serve the largest freight brokers in the industry, solving one of their biggest pain points: who is really hauling their freight. We answer the question of Carrier Identity, protecting...

Alton Lane

Custom Stylist and Sales Specialist Job at Alton Lane

 ...expectations; and lifting the experience by creating innovative ways to ensure the customer has the best shopping experience possible. Assists customers with an Alton Lane one-on-one appointment based experience Implements and models customer service standards by... 

Wayfair

Commercial Analyst Intern - Summer 2026 Job at Wayfair

 ...of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Wayfair. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is... 

GKN Automotive

Bill Of Materials Administrator Job at GKN Automotive

Role Purpose Join GKN as a PCO/BOM Administrator, serving as the vital connection between Engineering, Operations, and Commercial teams. You will bridge the Windchill system used by Auburn Hills engineers with the Manufacturing Pro system supporting US CVJ operations....

Desert Valley Pediatrics, LTD

Pediatrician Job at Desert Valley Pediatrics, LTD

 ...Job Posting: Pediatrician West Valley (Phoenix Metro Area) We are a thriving, physician-owned private pediatric practice in the Phoenix metro area, seeking a Board Certified/Board Eligible Pediatrician to join our growing team at one of our West Valley locations...