Insurance Account Manager - Clive, Iowa - Lincoln Savings Bank - Clive, IA

Insurance Account Manager - Clive, Iowa - Lincoln Savings Bank - Clive, IA -

Help Insurance Producers with the management of private and business strains insurance account relationships, administrative, sales, and customer support duties. Help company sales personnel as directed by management.

1. Help Producers in sales and repair actions by dealing with and directing telephone calls, insurance firm mail, responding to routine buyer inquiries, and loading renewals and modifications onto company management system.
2. Handle customer support and upkeep of present accounts, together with new quotes and renewals and general help with all elements of latest and renewal account management.
three. Thorough coverage evaluate—checking for accuracy, appropriateness, and looking for further protection choices and alternatives by way of the completion of company checklists.
four. Take part in conferences with shoppers and prospects, particularly within the absence of assigned Producers, appearing as level of contact with clients, answering questions, and making certain that requested modifications are processed.
5. Keep buyer data and course of actions in company management system.
6. Group and comply with up with insurance corporations on pending change requests and claims file management.
7. Help in upkeep of buyer database and shopper management know-how: doc imaging (OnBase) and company management system (Utilized/TAM).
eight. Decide cross promoting alternatives with shoppers and referring stated alternatives to applicable LSB personnel.

Essential Expertise and Attributes

1. Business Strains and Private Strains Licensing (Most popular)
2. Proficient typing and pc expertise
three. Pleasant, outgoing character
four. Wonderful oral and written communication expertise
5. Self-starter

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