Pay Range: $60,000-$85,000
Can sit in Sacramento, San Diego, San Francisco, or Los Angeles
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts.
Services designated book of business as relating to marketing, claims, and administration
Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications
Requests and collects quotes (new and renewal) from carriers
Audits quotes, binders, and endorsements and makes requests for changes as needed
Process audits and creates audit analysis for Client
Receives policy, then updates and completes policy check to ensure completeness
Updates specifications, application, and summary information to reflect changes during the year
Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
Binds coverage under direction of the Unit Manager/Account Executive
Informs Client of all changes that may affect insurance premiums or coverage
Gathers and compiles information for new business opportunities
Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
2+ years of Client services experience
Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry
Ability to attend industry training sessions as needed
Understands industry trends and governmental regulations
Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.