PL Account Manager

Purpose of Job: To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive To assist in the retention of existing accounts. To assist the Account Executive with increasing book of business.

Responsibilities

Process change/cancellation requests for clients Provide excellent service at all times Document all client interactions Involved in weekly meetings with Account Managers/CSRs Communicate with Claims department on progress of claims detail if needed Cross-sell to help build book of business Help Account Executive remarket existing policies Help in maintaining up-to-date client contact information Communicate with Team Members in a professional manner Review renewal book of business & communicate with Account Executive Job Qualifications: Experience preferred but not required Advanced computer skills Self-Motivation Ability to work in a team environment Exceptional communication and time management skills Ability to multitask Performance Measurements: Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, new business, and account retention.

Benefits

401k Match Profit Sharing Section 125

• Daycare, Health, Dental & Vision 35 Hour Work Week Vacation PTO 7 Paid Holidays & Birthday off HSA Health Insurance - 100% of Employee Paid $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost Licensing & CE Scheduled & Paid by Agency Group Long Term Disability - at your cost Group Dental - at your cost Group Vision - at your cost Aflac Benefits - at your cost Legal. Shield
• Shared cost