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

Fuze HR Solutions - USA

Senior Recruiter (Hybrid/Remote) Job at Fuze HR Solutions - USA

 ...Position: Senior Recruiter (Hybrid/Remote) Company: Fuze HR Solutions Inc. Industry: Recruiting & Staffing Job Summary: We are hiring a Senior Recruiter to manage and fill high volume open positions in the skilled trade, and professional niche. This is... 

Provident

Director of Project Management - CRE Land Development Job at Provident

 ...Commercial Real Estate Development Director of Project Management (Land Development/Master Planned Communities) &##128205; Location: Dallas, TX &##127970; Department: Master Planned Communities &##128338; Employment Type: Full-Time | In-Office Position Overview... 

Talent Harbor

Chief Revenue Officer (CRO) - Supplements Manufacturing | Equity + 24-Month Exit Job at Talent Harbor

Were building something big and fast. We are a high-growth white-label dietary supplements manufacturer FDA-registered facility, serving fast-scaling e-commerce and Amazon-native brands. Were currently at $3.4M and on track to reach $20M+ in the next 24 months...

CorSource

Administrative Services Assistant Job at CorSource

 ...Administrative Services Assistant Energy & Utilities Location: Portland, OR | Vancouver, WA | Tri-Cities, WA | Greater Washington State and Utah Employment Type: Contract (W2) Industry: Energy & Utilities Duration: 6+ months (potential for extension)... 

United Refrigeration, Inc.

Warehouse Driver Job at United Refrigeration, Inc.

 ...Equipment 1. Forklift Education/Knowledge 1. Geography of the area Licenses Required 1. Commercial Drivers License (CDL) with hazmat endorsement Work Environment 1. Overtime required during off-season and mandatory during season and inventory 2...