• Insurance Account Manager

    Robert Half Office Team (Tallahassee, FL)


    Description

    The Account Manager is responsible for account support at the direction of the senior team members. The Account Manager provides customer service by handling the day-to-day operations of clients’ insurance needs and works to support delivery of proper insurance and risk management services for clients.

    Requirements

    Client Support

     

    + Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries.

    + Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.

     

    Account Management

     

    + Maintains files with proper records according to company procedures. Follows company procedures to achieve positive audit results.

    + Ensures accuracy of account information for both new and renewal policies; endorsements, and audits. Reviews and updates client information, signatures, and enters these transactions into the system.

    + Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.

    + Reviews accounts receivable report for all assigned accounts to support client retention.

     

    Insurance Expertise

     

    + Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; reviews quotes for gaps and assists with inquiries from the carrier.

    + Attends training and seeks self-directed learning to continue education in industry and technical knowledge.

    + Other duties as assigned.

    Qualifications

    + 2+ years of related experience and/or training preferred

    + Property and Casualty License 220

    + Knowledge of commercial lines coverages based on business and industry

    + Proficient in using technology tools and software including Microsoft Office

    + Problem solving and critical thinking

    + Strong written and verbal communication skills

    + Proficient use of Agency Management software, or demonstrated skill at quickly learning new systems

    + Demonstrated presentation skills including preparation of slide deck and presentation materials

    + Ability to work independently and in a team environment

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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