Account Manager
Job Type
Full-time
Description

POSITION TITLE: Account Manager DATE: March 2021

REPORTS TO: Director of Operations 


POSITION SUMMARY:

The Account Manager’s job is to perform duties and maintain quality service to our risk management accounts – it will require working with clients, insurance companies, and producer(s).


ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

  • Accurately manage client accounts and ensure all deadlines are met
  • Assist producer in marketing and placing new business and/or renewal business
  • Prepare renewals of insurance
  • Communicate and partner with insurance companies to ensure we are meeting on the client expectations
  • Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
  • Collect and report information from client to ensure we are assisting in minimizing exposures
  • Communicate with clients and answer questions regarding their policies and/or services provided by FMSI
  • Build and maintain strong, long-lasting relationships with clients, both internal and external
  • Maintain confidentiality of client and company information
  • Perform other duties as assigned appropriate to the position

EDUCATION & EXPERIENCE

  • High School diploma or GED required
  • College level business courses preferred
  • Minimum 2 years work experience in the insurance industry preferred
  • P&C Insurance licenses required or ability to obtain within 90 days of employment; will maintain annually
  • Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
  • Customer service experience or support, preferably in insurance industry

SKILLS & COMPETENCIES

  • Strong organizational and time management skills
  • Ability to prioritize work load
  • Extremely accurate and detail-oriented
  • Knowledge of insurance terms and documents
  • Ability to analyze and interpret insurance data
  • Strong and professional verbal and written communication skills
  • Strong problem-solving skills
  • Understand and maintain fiduciary responsibility for company, client, and producer


Requirements

 EDUCATION & EXPERIENCE

  • High School diploma or GED required
  • College level business courses preferred
  • Minimum 2 years work experience in the insurance industry preferred
  • P&C Insurance licenses required or ability to obtain within 90 days of employment; will maintain annually
  • Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
  • Customer service experience or support, preferably in insurance industry

SKILLS & COMPETENCIES

  • Strong organizational and time management skills
  • Ability to prioritize work load
  • Extremely accurate and detail-oriented
  • Knowledge of insurance terms and documents
  • Ability to analyze and interpret insurance data
  • Strong and professional verbal and written communication skills
  • Strong problem-solving skills
  • Understand and maintain fiduciary responsibility for company, client, and producer