Sterling Thompson Company, LLC
Personal Insurance Account Manager
Full Time • Hybrid - US
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- Wellness resources
Basic Function:The Personal Insurance Account Manager is an experienced professional who is responsible for supporting numerous areas of the Personal Insurance Department. This includes servicing the existing needs of Personal Insurance clients, as well as supporting the onboarding process of new clients. The position requires an understanding of insurance products and a current license from the State of Kentucky.
Principal Accountabilities:
- Assist in the onboarding process of new clients. Including, in conjunction with Advisor, evaluate the client’s risk profile, determine strategy (coverage determination, target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities.
- Aid Advisor in gathering pertinent information to complete quoting and policy issuance process. Navigate the quoting systems of the various insurance companies utilized to assist in quoting, renewal assembly, billing, etc.
- Aggressively and professionally advocate for clients, including determination of new and renewal premiums and other areas of negotiation with underwriters.
- Review proposals by Service Specialists and provide other technical support in the sales process as needed. Assist Advisor in renewal evaluations, including highlighting coverage and pricing differences year over year.
- Process all client related requests including claims, policy issuance, endorsements, schedules, and other items related to the servicing of client's policies in a timely and accurate manner.
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes.
- Counsel clients when determining whether or not to file a claim and how it may or may not benefit them to do so. If a claim is turned in, educating them on the process and ensuring they are aware of next steps.
- Properly document, maintain and organize insured files in accordance with agency’s procedures.
- Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance with agency procedures manual. This includes phone calls, emails, documents, faxes, etc. associated with that client’s particular file.
- Promptly answer and return phone calls.
- Participate in team and client meetings.
- Seek ways to improve overall efficiency and processes within the department.
Desired Qualifications:
- College education or equivalent insurance experience.
- Active Property & Casualty License.
- Must have a solid understanding of personal insurance, terms and coverages; insurance products and usage with adequate knowledge of quoting procedures and industry operations to effectively manage, maintain, and onboard assigned clients and prospects.
- Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
- Demonstrated experience meeting deadlines and working with shifting priorities.
- Ability to communicate orally and in writing with others to explain complex issues, interpret complex information, and respond appropriately.
- Demonstrated experience using an agency management system.
- Working knowledge of Excel to create, navigate and manipulate reports, Word, PowerPoint and E‐mail applications.
- Existing professional designations such as CPCU, CIC, AAI, etc. or pursuit thereof is a plus.
Working Conditions:
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Periodic weekend or evening work is expected.
Physical Demands
This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
Position Type: This is a full-time position. Regular attendance is required.
Travel: Limited travel is expected for this position
Sterling Thompson Company provides equal employment opportunities (EEO) to all employees and applicants for employment.
Click here to apply via our website.
Click here to apply via our website.
Flexible work from home options available.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
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This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Apply here.
Career advancement in a growing field
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Flexibility
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