Account Manager

Description:

A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Digital Account Manager to join our firm. The Account Manager will be responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with carriers to support business development activities while upholding high service standards.

This position is hybrid and can be located anywhere in the US.

These duties include but are not limited to:
Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.

Cross selling products to potential customers

Managing established book of accounts

Negotiating renewals for existing customers

Obtaining information and documentation from new and existing clients

Processing endorsements for client’s and issuing certificates

Resolving customer issues

Collaboration with the Associate Account Managers through the renewal and endorsement processes

Essential Functions and Responsibilities;

Approved State Licenses needed

Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients

Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.

Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.

Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured.

Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.

Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.

Solely responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.

Collaboration with the Associate Account Managers to ensure that basic Client Services tasks have been completed and all renewal documentation is complete.

Other duties may be assigned to meet business needs.