What are the responsibilities and job description for the Commercial Insurance Account Manager position at Fortitude Insurance Solutions?
Benefits:
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Job Overview:
The Account Manager's duties include overseeing client accounts and fostering successful client relationships, which involve collaborating with internal teams and producers to provide customized solutions, sustaining long-term partnerships, and promoting business growth through upselling and cross-selling initiatives.
Key Responsibilities:
- Build, develop and maintain strong, long-lasting client relationships by understanding their business needs and providing personalized strategic solutions.
- Serve as the main point of contact for clients and producers, addressing issues and resolving concerns promptly.
- Identify opportunities for upselling and cross-selling additional services or products to existing clients.
- Ensure accurate client billing and collections of premiums.
- Working in various carrier management systems to process policy renewals, endorsements, certificates, cancellation and claims in a timely manner.
- Prepare regular reports for clients and producers as needed in a timely manner.
- Maintain agency management systems ensuring client records and correspondence are accurate and complete.
- Assist with sales efforts by identifying client needs and participating in client meetings if needed
- Resolve client inquiries and complaints regarding insurance products, policy changes, and billing issues.
- Assist with implementation of account strategies to achieve objectives and ensure overall client and producer satisfaction.
- Collaborate with sales, marketing, and product teams to deliver high-quality services and solutions to clients and producers.
- Ensure accurate information and record keeping minimizing potential E&O or other regulatory violations.
- Answer telephones and assist callers.
- Promote a paperless environment whilst maintaining client satisfaction.
- Respond to emails in a timely and accurate manner.
- Policy and endorsement checking.
- Other duties as assigned by management.
Skills and Qualifications:
- 2-20 license or willing to obtain one within 90 days of hire.
- Bachelor’s Degree a plus.
- 2-3 years of account management experience.
- P&C industry knowledge.
- Proficient in the use of MS Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive).
- Experience using AMS360, DocuSign and InsuredMine preferred.
- Ability to identify opportunities for account growth.
- Strong problem-solving abilities and attention to detail.
- Fluent in English, Spanish a plus.
- Team player and customer first mindset.
- Ability to multi-task and work independently.
Work Environment:
- In-office position
- Prolonged period of sitting and working in front of a computer.
- Accommodations can be provided upon request.
Competitive salary commensurate with experience.
Salary : $50,000 - $75,000