Sterling Search Partners is helping a Birmingham client with its search for an Account Manager. The Insurance Account Manager is responsible for managing and servicing a portfolio of insurance clients. This includes working with clients to assess their insurance needs, providing advice, offering customized insurance solutions, and ensuring the timely renewal and processing of insurance policies. The role involves maintaining long-term client relationships, addressing claims, and managing administrative tasks.

Key Responsibilities:

• Client Relationship Management:
• Build and maintain strong, long-term relationships with clients.
• Act as the primary point of contact for clients regarding insurance policies and inquiries.
• Understand clients' insurance needs and provide advice on the most appropriate coverage.
• Policy Management:
• Oversee the management of clients' insurance portfolios.
• Review and recommend changes or updates to policies, ensuring they meet clients' evolving needs.
• Ensure accurate processing and renewal of policies.
• Customer Service and Claims Support:
• Assist clients with claims processes, ensuring timely resolution and communication.
• Troubleshoot and resolve any issues that arise with policies or claims.
• Sales and Growth:
• Identify opportunities to upsell and cross-sell additional insurance products.
• Work with the sales team to ensure clients are aware of available products and services.
• Participate in the acquisition of new clients and expand the company's customer base.
• Administrative Duties:
• Maintain accurate client records, ensuring all information is up to date.
• Prepare quotes, proposals, and documentation for new and existing clients.
• Track and follow up on policy renewals, claims status, and other client-related processes.
• Compliance and Risk Management:
• Ensure compliance with industry regulations and company policies.
• Stay updated on changes to insurance laws and regulations.

Qualifications:

• Bachelor's degree in business, finance, or a related field (preferred).
• Proven experience in insurance account management or customer service.
• Strong knowledge of various types of insurance policies (e.g., health, life, auto, property).
• Excellent communication and negotiation skills.
• Proficiency in insurance software and CRM tools.
• Strong organizational and time-management skills.
• Ability to manage multiple accounts and prioritize tasks efficiently.

Skills:

• Strong problem-solving and analytical skills.
• Customer-centric mindset and a strong commitment to service excellence.
• Attention to detail and accuracy.
• Ability to work both independently and as part of a team.

Working Conditions:

• Full-time position, office-based or remote (depending on company).
• Occasional travel to meet clients or attend industry events