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Insurance Account Managers are responsible for managing specific accounts within an insurance brokerage or company. They are tasked with developing and maintaining relationships with clients, assessing client needs, recommending insurance products, and managing the entire insurance process on behalf of clients.
Insurance Account Managers’ major role is to effectively promote their company’s products to targeted market. This post provides detailed information on the job description of an insurance account manager, including the key duties, tasks, and responsibilities that they commonly perform.
3,847 Insurance Account Manager jobs available on Indeed.com. Apply to Insurance Account Manager, Commercial Lines Account Manager, Account Manager and more!
Insurance Account Manager responsibilities. Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding. Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations.
Insurance Account Manager Job Duties. Develop and maintain strong relationships with clients to understand their insurance needs and provide personalized service. Analyze clients’ current insurance policies and recommend additions or changes to ensure comprehensive coverage.
Oversee new client set-up, renewals and open enrollment meetings. Be responsible for overall account fiscal status, including reconciliation. Establish, maintain and coordinate service dialogue between business units. Work with customer teams to drive growth initiatives.
To write an effective insurance account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance account manager job description templates that you can modify and use.