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Insurance Account Manager
2 months ago
Job Summary:
The Manager of Account Manager is a key role in our company, responsible for managing a book of business and servicing clients in a courteous and professional manner. This position requires a solid understanding of commercial insurance and the ability to work closely with advisors to obtain, maintain, and expand business.
Key Responsibilities:
- Manage a book of business, including routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.
- Work closely with advisors to acquire information for renewal, manage pre-renewal meetings, and initiate account planning 90 days in advance of renewal.
- Continuously review client's coverages, exposures, and loss experience and analyze risk to determine product/service requirements in collaboration with advisors.
- Accompany account executives and advisors to prospect and client meetings as requested.
- Ensure accurate and timely servicing and billing of accounts.
- Stay informed about industry trends, market conditions, and emerging risks.
Requirements:
- Solid mentorship skills and teaming capability.
- A well-defined sense of diplomacy and business acumen with a focus on customer service.
- Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).
- Level 2 license or equivalent and relevant industry experience required.
About Us:
HK Henderson is a leading insurance company dedicated to providing exceptional customer service and innovative solutions to our clients. We are committed to building long-term relationships with our clients and partners.
