An Insurance Account Manager works at insurance companies and acts as a customer service representative. The major duties associated with the role are listed on the Insurance Account Manager Resume as – managing and nurturing customer relationships, leading all client communications, responding to customer inquiries, facilitating the claims process between the clients and the adjuster, informing clients on policy and billing changes, updating policy changes on customer accounts, consulting with clients to help process quotes and issue renewals or any updates, gathering all documentation needed for reporting a claim, and addressing the newest rules and policy updates.
Qualifications needed for this post include the following – strong follow-up, written and verbal communication skills, problem-solving skills, basic computer skills, proficiency with MS Office Suite, and insurance expertise. A bachelor’s degree or an associate’s degree is required.
Headline : Responsible for Performing prerenewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.), Helping colleagues troubleshoot and resolve basic client issues around ACS services.
Skills : Project Management, Planning Skills.
Description :
Held an insurance executive license to sell life, medical, auto, and other insurance related products to customers.
Delivered on enabling clients to have a form of insurance from death and disability.
Executed in using insurance products as a means to for long term returns on their premium investments that could be used in the future for retirement or college funding.
Created a detailed portfolio of best investments products that would yield the highest returns.
Used mobile software and data analytics to communicate with customers.
Used graphs and charts to explain ROI and how to change options with insurance products.
Worked with risk management analytics.
Experience
5-7 Years
Level
Executive
Education
Masters In Industrial
Insurance Account Manager Resume
Objective : For the past 2 years, I've held the role of the executive assistant to the President and CEO of Xpress Global Systems, John Bowes. My time at XGS has allowed me to develop professional relationship-building skills, systematic organization methods, and exceptional project management and implementation.
Skills : Medical Billing, Medical Collections.
Description :
Followed up daily with the underwriting documentation requests on new accounts.
Reconciled client files via scanning, drafting documents, updating forms and templates, etc.
Provided operational support to the sales team by organizing client data, scheduling appointments and resolving general client inquires.
Managed daily schedule in order to complete all task in a timely manner.
Issued out requested certificate/Evidence of insurance to clients and Banks.
Thoroughly checked clients account for accurate premiums and general customer information Securely deposit checks/cash on a daily basis from clients to the bank, Correspond with clients via email and phone daily for needed documents and discount eligibility.
Collected premium in person or on the phone and follow up with clients if premium is not paid to avoid cancellation.
Experience
2-5 Years
Level
Junior
Education
GED
Insurance Account Manager Resume
Headline : Insurance Account Manager To utilize my skills and extensive customer service experience in a challenging position where my initiative and accomplishments will be the basis for advancement and growth.
Skills : Microsoft Office, Windows OS, Excel, Power Point, MS Access, 65wpm.
Description :
Responsible for 800+ customer accounts.
Created and maintained close relationships with clients to promote retention.
Marketed & Quoted risks based on information obtained.
Completed applications & all supplemental forms to submit or retain on file.
Renewed and modified existing policies as necessary.
Collected & submitted insurance premiums.
Kept detailed history notes on policies/accounts to maintain paperless files adequately.
Experience
5-7 Years
Level
Executive
Education
BS In General Studies
Insurance Account Manager Resume
Objective : Insurance Account Manager with 4+ years of experience in Ensuring system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail, Liaising and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.
Skills : Quick Books, Communications, Customer Service, Written Correspondence, Program Development, Microsoft Office Excel, Word, Power Point.
Description :
Developed leads, scheduled appointments, identify customer needs, and market appropriate products and services.
Established customer relationships and follow up with customers, as needed.
Provided prompt, accurate, and friendly customer service.
Worked with the agent to establish and meet marketing goals.
Used a customer-focused, needs-based review process to educate customers about insurance options.
Maintained a strong work ethic with a total commitment to success each and every daySuccessful track record of meeting sales goals/quotas.
Self-motivated Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Property & Casualty licensed Life & Health licensed.
Experience
2-5 Years
Level
Executive
Education
MS
Insurance Account Manager Resume
Summary : Insurance Account Manager is responsible for developing and executing a comprehensive sales strategy, coordinating the efforts of multiple territories, and maximizing revenue. This includes finding and identifying opportunities to increase the number of customers and increasing penetration within the market.
Skills : Microsoft Office, Benefits Administration, FMLA, Workers Compensation, Compensation, Employee Relations, Sales, Training & Development, Hiring, Account Management.
Description :
Collected on past due or unpaid claims by insurance companies.
Created AR report to track aging services not paid Daily review of rendered appointments and process billing.
Submitted to various funding sources, in/out of network providers.
Submitted electronically and paper.
Sent out client statements and post payments from clients.
Managed day-to-day workflows, client services, business growth, and team leadership.
Played a significant role on the business launch team.
Experience
7-10 Years
Level
Management
Education
BS In Business Administration
Insurance Account Manager Resume
Objective : Insurance Account Manager with a passionate commitment to first-rate client care. Areas of expertise include time management, multitasking, communication skills, and excellent ability to relate to clients.
Skills : Business Management, Planning Skills.
Description :
Developed leads, scheduled appointments, identified customer needs & cross-sell the appropriate products & services.
Established approx.
Provided prompt, accurate & friendly customer service.
Worked with a team of 5 to exceed goals while constantly improving our sales approach.
Used a customer-focused, needs-based review process to educate clients about insurance needs.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed applications, payments, corrections, endorsements and cancellations.
Experience
2-5 Years
Level
Executive
Education
MS
Insurance Account Manager Resume
Objective : Responsible for Seeking assistance from senior team members when confronted with unfamiliar or complex processing transactions, Uploading, index or attached documents in Document Management System.
Skills : Insurance, Planning Skills.
Description :
Greeted customers, answer phones, quote coverage for selected lines of business, complete applications, and submit business.
Received, reviewed policy for accuracy and deliver to customer while following all policies and procedures for customer privacy and information safekeeping.
Serviced policies throughout the year and review annually for changes.
Assisted in claims process, gather information, submit claims, and follow up to ensure customer satisfaction.
Worked closely with bank employees to develop full relationships with customers.
Managed insurance accounts for 30 orthodontic offices.
Adjusted aging and correct claims.
Experience
2-5 Years
Level
Executive
Education
MS
Insurance Account Manager Resume
Headline : Insurance Account Manager with 6+ years of experience in Overseeing day-to-day customer and policy service on all accounts for the designated book of business, Setting up and maintaining accurate and completing computer and paper files, including updating and purging information as necessary Check all policies, endorsements, audits, etc. for accuracy immediately upon receipt.
Skills : Outlook, Microsoft Office.
Description :
Processed incoming mail, renewals; endorsed policy's to meet client requests.
Active in community to acquire new business and or leads.
Identified and solicited sales prospects in community.
Established strong relationships with clients and carrier underwriters.
Followed up with customers on unresolved issues.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Followed up with offices on insurance issues.
Experience
5-7 Years
Level
Executive
Education
MS
Insurance Account Manager Resume
Headline : Polished sales and service professional with lengthy experience in value-based selling, account management, sales leadership, and customer service. Impeccable people skills who is passionate on delivering an exemplary customer experience. Utilizes expertise to manage complex situations and provide problem solving with finesse. Thrives in a collaborative and fast-paced environment. Tech savvy and proficient in Microsoft Office, Salesforce, Sagitta, and Vertafore systems.
Skills : Communication Skills, Developing Skills.
Description :
Promoted agency products to customers in person, on the telephone, and in writing.
Managed Accounts Receivables.
Stayed knowledgeable on the various insurance companies and insurance policies offered by them in order to determine best insurance plan for the customer.
Called/ emailed clients in regards to address change determined from the weekly reports from the postal service.
Managed the referrals and gift cards sent out on monthly basis.
Gained new business by identifying and exploiting opportunities in the local market.
Developed and maintained good working relationships with clients, primarily insurance brokers and independent financial advisers (IFAs).
Experience
5-7 Years
Level
Executive
Education
B.S. In Business Administration
Insurance Account Manager Resume
Headline : Responsible for Reacting to field office requests via Broker Desktop tools that require actions in a timely manner, Organizing or assisting senior team members with the preparation of renewals and assist the distribution team with the delivery of relevant outputs.
Skills : Organizational Skills, Planning Skills.
Description :
Worked knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL.
Researched and compiled answers to client policy and coverage questions.
Marketed/quoted new business and account renewals obtaining competitive coverage/cost ratios for the client.
Experienced with multiple carrier underwriters and online rating portals.
Identified, compiled, and managed information regarding account renewals.
Identified and retrieved relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS deliverables.
Performed necessary activities or support a senior team member in the initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.
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