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

TalentBurst, an Inc 5000 company

Customer Service Representative Job at TalentBurst, an Inc 5000 company

Customer Service Coordinator I Corning, NY, Hybrid 11+ Months Contract This is currently a hybrid role with 3 days in the office and 2 days working remotely. Pay Rate - $19.15/hr Position Details ~ Working Hours: Monday-Friday, 7:30 AM-4:30 PM or 8:00 AM-...

The H&K Group

Tri-Axle CDL Drivers Job at The H&K Group

 ...currently seeking experienced and motivated CDL drivers. Our CDL drivers satisfy a critical role...  ...and attentiveness, as maintaining both a truck log and the trucks themselves are daily...  ...an accredited educational institution Class A CDL with 1 year of commercial driving... 

Primark

Cash Office Assistant Job at Primark

 ...interview process, please email ****@*****.*** with your request. This email is not for general employment inquiries or correspondence. We will only respond to those requests that are related to accessibility of the online application system due to a disability.... 

Latitude Therapy - ABA

Board Certified Behavior Analyst Job at Latitude Therapy - ABA

 ...Behavior Analyst (BCBA) Location: Bridgeton, MO Job Type: Full-Time About Us Latitude Therapy is a St. Louis-based, therapist and woman owned and operated ABA therapy company. We are a mission-driven provider of high-quality ABA services for children and families... 

Confidential - Job Hiring

Recruiter Job at Confidential - Job Hiring

 ...client is hiring for a highly personable and skilled Internal Recruiter to join their Talent Acquisitions Team! Recruiter Salary:...  ...Daily in-person mentorship, support, and community (no lonely remote days!) Please submit your resume for consideration! We...