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Insurance Account Manager, Limited Lines

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
District of Columbia (USA), United States

Offer summary

Qualifications:

Associate's degree or equivalent experience, Active PC insurance license or ability to obtain within 90 days, Experience in captive and/or commercial insurance preferred, Proficiency in CRM software and Microsoft Office, Strong analytical and problem-solving abilities.

Key responsabilities:

  • Respond to client and broker inquiries promptly
  • Coordinate policy changes, renewals, and documentation
  • Collaborate with sales team for cross-selling services
  • Develop client retention initiatives with management
  • Maintain accurate records and compliance documentation
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Risk Strategies Company
1001 - 5000 Employees
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Job description

Job Summary

Oxford is seeking an organized and highly motivated Insurance Account Manager to join our growing team. This key contributor will serve as a critical link between clients, brokers, and the company, providing exceptional service and support. The position requires a proactive approach to client and broker management, handling policy renewals and servicing needs, and maintaining comprehensive documentation while adhering to important deadlines and regulatory compliance. Ideal candidates are detail-oriented, thrive in a dynamic, client-focused environment, and excel in providing personalized service. We are looking for a motivated individual who is eager to contribute to our company's growth..



Responsibilitie

  • sClient and Broker Inquiries: Respond promptly and courteously to all client and broker/producer inquiries
  • .Policy Coordination: Coordinate with broker partners and clients on policy coverage, changes, and exclusions
  • .Renewal Process Management: Oversee all aspects of the renewal process, including application processes, developing summaries, pricing indications, and quotes
  • .Sales Collaboration: Collaborate with the Sales Team to cross-sell additional business services and refer clients to personal and financial services teams
  • .Policy Review: Review policies and all related documentation for accuracy and adherence to quality standards
  • .Client Assistance: Assist clients and brokers with coverage changes, certificate requests, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services
  • .Client Retention Initiatives: Work with the Account Management Director to develop and implement ongoing client retention initiatives
  • .Record Maintenance: Maintain accurate and compliant client records, including documentation, communications, and transactions
  • .Policy Renewal and Billing: Renew policies following agency standards, verify each renewal’s accuracy, and ensure all renewals are processed and billed correctly. Facilitate corrections as necessary and deliver proposals when needed
  • .Non-Renewals and Cancellations: Process non-renewals and cancellation requests, aiming to retain business where appropriate
  • .Industry Knowledge: Stay informed about industry developments, new products, legislation, coverages, and technology to continuously improve knowledge and performance
  • .Salesforce Proficiency: Utilize the Salesforce platform for input, documentation, and performing technical tasks to expedite client service and maintain standards of compliance
  • .Client Communication: Provide clear answers to clients on coverage or billing questions, including rate fluctuations or policy changes, ensuring full understanding
  • .Policy Changes and Cancellations: Facilitate timely and compliant processing and notification of policy changes, cancellations, and non-renewals
  • .Documentation Preparation and Review: Prepare and review related documentation, including policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs
  • .Service Provider Relationships: Maintain relationships with various service providers, including independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers
  • .Technical Support: Provide technical support to client/broker-facing sales roles
  • .Claims Coordination: Coordinate with the claims department to obtain loss data as needed


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Qualifications and Trai

  • tsEducational Background: Minimum of an Associate’s degree in a relevant field; equivalent professional experience will also be considere
  • d.Licensing: Active P&C insurance license or the ability to obtain one within the initial 90 days of employmen
  • t.Industry Experience: Experience in captive and/or commercial insurance preferre
  • d.Customer Service Skills: Exceptional customer service and relationship management skill
  • s.Communication Skills: Excellent written and verbal communication abilitie
  • s.Technical Proficiency: Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint). Experience with Salesforce is a plu
  • s.Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills, with keen attention to detai
  • l.Multitasking Ability: Ability to multitask and prioritize in a fast-paced environmen
  • t.Team Collaboration: Demonstrated ability to work collaboratively with team members and other department


s.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Analytical Skills
  • Multitasking
  • Detail Oriented
  • Customer Service
  • Motivational Skills
  • Verbal Communication Skills
  • Technical Acumen
  • Relationship Management
  • Microsoft Office

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