Account Manager - Robert Half

The Account Manager will be responsible for maintaining professional relationships with clients, processing policy amendments, and handling new business and policy renewal marketing.

• Foster professional relationships between clients, the agency, and company underwriters.
• Accurately review and process mail using established procedures and personnel support.
• Handle daily telephone calls and requests for ID cards, Binders, BOR, cancellations, and reinstatements.
• Execute policy amendments as required.
• Manage new business and policy renewal marketing, including preparation of applications, rating, and forwarding to designated companies.
• Communicate with insured or prospective clients regarding application status and coverage details.
• Prepare new business or renewal proposals as necessary.
• Relay quotes to customers about policies, costs, consequences, and obligations.
• Document client activity and keep records for necessary follow-up.
• Review and process invoices to clients.
• Collaborate with the Accounting Department on insureds’ billing and account current issues. • Proficiency in Commercial Insurance is mandatory
• Experience with Personal Insurance is necessary
• Demonstrable ability to Prepare Proposals
• Proficient in Policy Administration
• Skilled in Scheduling for effective time management
• Excellent communication and interpersonal skills
• Strong customer service orientation
• Ability to work in a team and foster positive relationships
• Proficient in Microsoft Office Suite
• Solid problem-solving abilities
• Detail-oriented with strong organizational skills
• Proven track record in meeting sales targets and KPIs
• Demonstrable negotiation and closing skills
• Ability to handle multiple tasks and prioritize effectively
• Experience in a similar role would be advantageous
• Bachelor's degree in business, finance, or a related field is preferred.