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Insurance Account Manager
2 months ago
PIB (Programmed Insurance Brokers Inc.) is a leading full-service, multi-line insurance and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices.
Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients' trust and confidence over the years. We are dedicated to helping our clients find tailored solutions to meet their insurance and financial planning needs.
Job SummaryWe are seeking a dynamic and energetic Insurance Account Manager to join our team. As a key member of our Broker Service Division, you will be responsible for exceeding service standards and achieving retention and growth targets for our Personal Lines clientele.
Key Responsibilities- Maintain and enhance relationships with our existing book of business clients.
- Provide exceptional service to clients, including policy reviews and changes to coverage.
- Prepare renewal reviews with multiple markets to enhance broker loyalty and retention.
- Liaise between clients and external insurance partners to negotiate and plan for optimal retention and satisfaction.
- Identify opportunities and foster leads to drive business growth.
- Provide guidance and support to all branches coast to coast.
- RIBO Licensed (preferred/must be able to obtain)
- Service experience, preferably with more than 3 years of industry and insurance experience, servicing, and broker support knowledge
- Ability to negotiate, resolution striving to exceed service and retention targets
- Strong time management, communication, decision making, client relations, presentation, and organizational skills
- Energetic, flexible, collaborative, and proactive; a service broker who can positively and productively impact both strategic and tactical personal lines brokerage initiatives
- Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with clients and PIB team members
- Attention to detail
- Excellent computer skills and proficiency with Broker Management System (EPIC, TAM, Applied Rating Services)
- A very competitive compensation model
- A comprehensive employee group benefits package (health, dental, disability, life and travel)
- Profit sharing and company pension options
- Flexibility within the role, hours, and office locations
- Wellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle
- Committed to diversity, equity and inclusion