Job Description

Job Title: Small Business Insurance Account Manager

Job Summary

A dedicated and proactiveSmall Business Insurance Account Manageris needed to provide outstanding service to small business clients by managing their insurance needs and assisting with tailored risk management solutions. This role is ideal for individuals passionate about helping business owners safeguard their futures.

Responsibilities

• Develop and maintain strong relationships with small business clients to foster trust and loyalty.
• Manage insurance accounts including policy renewals amendments and claims.
• Analyze client needs and recommend appropriate insurance products and solutions.
• Educate clients on coverage options and risk management strategies.
• Collaborate with underwriters insurers and other key stakeholders to secure optimal policies for clients.
• Ensure compliance with company policies industry standards and regulatory requirements.
• Clearly communicate policy changes premiums and guidelines to clients.
• Maintain detailed and accurate records of client interactions and policy transactions using a CRM system.
• Identify opportunities to cross-sell and upsell additional products or services to meet evolving client needs.
• Address and resolve insurance-related issues and inquiries professionally and promptly.
• Stay informed about industry practices trends and new insurance products.

Qualifications/Requirements

• Proven experience in insurance account management preferably in a small business or commercial insurance environment.
• Relevant insurance licenses as required by state regulations (e.g. Property and Casualty License).
• Exceptional interpersonal and communication skills with a focus on providing excellent client service.
• Strong organizational and multitasking abilities with attention to detail.
• Proficient in using insurance management systems CRM tools and Microsoft Office Suite.
• Analytical problem-solving skills with the ability to assess and address client needs effectively.
• A team-oriented mindset with the ability to collaborate across teams.
• Bachelors degree in business insurance or a related field is preferred but not required; equivalent work experience will be considered.

Compensation and Benefits

• Competitive salary with performance-based incentives.
• Comprehensive benefits package including health insurance retirement plans and paid time off.
• Opportunities for professional development and continuing education.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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