Job Overview We are seeking an Insurance Account Manager to join our team. The ideal candidate will have a strong background in insurance sales and account management, with a focus on providing excellent customer service and maintaining client relationships. Responsibilities
- Deliver consistent, high-quality service to internal and external customers and maintain strict confidentiality in all matters.
- Process personal line changes and endorsements.
- Confer with customers and potential customers to obtain complete and accurate information to be used to prepare quotes.
- Access carrier web sites to input, update client information.
- Serve as point of contact for policy holders to obtain information regarding policies, beneficiaries, etc.
- Receive and process customer payments.
- Interview prospective customers to obtain data about their needs and review any existing coverage.
- Communicate with existing policyholders to review changing needs and suggest changes in policies. Develop long term relationships with clients and underwriters.
- Assist policyholder in the event of a claim. Monitor claims to ensure they are settled timely and equitably for both the client and company.
- Promptly and successfully complete all compliance training as determined by the compliance department.
- Attend department and company meetings/training which may be outside of regularly scheduled work hours.
- Perform any other related duties as required or assigned. Experience
- Previous experience in insurance sales or related field
- Current P&C insurance license required
- Current Life & Health insurance license preferred
- Proficiency in analyzing market trends and identifying opportunities
- Strong communication skills, including the ability to communicate in Spanish (multilingual skills are a plus)
- Knowledge of HIPAA regulations and compliance requirements
- Experience in retail sales is beneficial Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. First Community Bank is an EO employer
- Veterans/Disabled and other protected classes.
Job Type:
Full-time License/Certification:
Life & Health (Preferred)
Work Location:
In person