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

Dietitians On Demand

Registered Dietitian Job at Dietitians On Demand

Starting at $45 per hour 16 Hours/week | Starting ASAP for an ongoing duration 115-bed LTC facility Travel offered, pending location | LTC experience required Weekdays only, Thursdays required Clinical duties primarily with monthly kitchen audits Fishersville...

Pride Health

Certified Medical Assistant Job at Pride Health

 ...Job Summary: We are currently seeking a Certified Medical Assistant (CMA) to join our Physician Services team. The CMA will play a key role in supporting providers by assisting in clinical care and performing clerical duties to ensure high-quality patient service in... 

Compunnel Inc.

Microbiology Lab Technician (Food Science Preferred) Job at Compunnel Inc.

 ...proficiency activities; uphold safety and GLP standards. Minimum Qualifications Education: B.S. in Microbiology, Biology, Food Science, or related discipline with microbiology coursework/labs. Experience: 13+ years handson experience in a microbiology lab (or... 

Entech Network Solutions, LLC.

Junior Project Manager Job at Entech Network Solutions, LLC.

 ...while maintaining high safety standards and operational efficiency. Key Responsibilities: Project Planning and Coordination: Develop comprehensive project plans that align with client expectations, timelines, and budgetary requirements. Coordinate and manage... 

Ave Maria University

Assistant Professor of Biology Job at Ave Maria University

 ...beginning in the fall of 2026.Applicants with a Ph.D. in Molecular Biology, Cell Biology, Biology, Anatomy and Physiology, Environmental Science, Ecology, or a closely related discipline are strongly preferred.Candidates that are ABD or a have a MS degree with teaching...