Insurance Account Manager

Sherrill Insurance Agency
• Fort Myers , FL , US

Posted 2 days ago

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems.

This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

• Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
• Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
• Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
• Help create competitive quotes when it is time to issue renewals or make updates to a current policy
• Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding

• Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
• We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
• Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
• Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Applicants must have an active insurance license in their state or be willing to get licensed in 90 days

121, yearly

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. We focus on the Senior Market to evaluate and meet their insurance needs.

• No cold calling
• No Prospecting
• All Lead-based Sales
• Training

We are looking for go-getters who are ready to take their careers to the next level.