Associate Account Manager – Property & Casualty

Responsibilities

• Provide service delivery as delegated by senior staff
• Resolve customer service problems that are basic and routine and solved by application of procedures or guidance, or referred on to others for resolution
• Build relationships with employer/group clients (not individual members) and assist senior staff in the delivery of day-to-day service delivery
• Assist senior staff with implementing client systems, completing projects, and addressing ongoing service needs
• Escalate client concerns when appropriate
• Input data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Assist senior staff with the participation of new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned

• High School Diploma or GED required
• Less than 3 years customer service experience in the insurance industry required
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Must be able to travel based on client and business needs

Demonstrates strong customer service skills and effective communication abilities while managing client relationships and supporting senior staff in service delivery and project implementation within the insurance industry.

• Customer Service Experience
• Insurance Industry Knowledge
• Effective Communication Skills
• Team Collaboration
• Client Relationship Management

• Data Input
• Project Assistance
• Client System Implementation
• Enrollment Coordination
• Internal Control Compliance

• Problem Solving
• Relationship Building
• Adaptability

• Current Required Licenses

• Service Delivery
• Client Set-Up
• Open Enrollment
• Vendor Communication
• Business Rapport

• Applicable Technology