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

Guthrie

Sterile Processing Tech II - Sterile Processing - Full Time Job at Guthrie

Position Summary: The Sterile Processing Technician II acts as a clinical resource for staff and participates in the orientation, coaching...  ...a clean work environment within the department. Experience: 2 years of surgical/ relevant experience. Must have good... 

Cabinet IQ

Franchise Business Coach Job at Cabinet IQ

Franchise Business Coach Hybrid / Remote for the right candidate To be considered for this role, please complete this 10-minute assessment: Position Summary Cabinet IQ is seeking an experienced Franchise Business Coach to support and elevate our growing network...

ROLINC Staffing

Aggregate Facility Manager Job at ROLINC Staffing

 ...has been around for 100+ years and has played an integral role in the growth of Colorado's Front Range. We are hiring a Facility Manager . This position would provide an opportunity to build your team and grow in your career. The important stuff to help you... 

Software Guidance & Assistance, Inc. (SGA, Inc.)

Full Stack Developer (Angular/Node/AWS) Job at Software Guidance & Assistance, Inc. (SGA, Inc.)

Software Guidance & Assistance, Inc., (SGA), is searching for a Full Stack Developer (Angular/Node/AWS) for a CONTRACT assignment with one of our premier Regulatory clients. Must be local to one of these offices: Rockville MD or Tysons VA . Onsite 3 days per week... 

RPG

Safety Relief Valve (SRV) Technician Job at RPG

 ...work nationwide on some of the most challenging, exciting construction and maintenance projects in the industrial sector. We are currently hiring a skilled Safety Relief Valve Technicians for multiple positions in the US. If you are a hardworking person who possesses the...