Note: The job is a remote job and is open to candidates in USA. Wealthspire is a company that focuses on better decisions to protect and enrich lives. The Account Manager will assist the Account Team in managing the existing Book of business with an emphasis on client service and retention, while also developing new business relationships.
Responsibilities
- Give the most prompt, accurate, and courteous service that customers have ever received…anywhere
- Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client’s best interest
- Develop relationships that lead to new business sales
- Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
- Provide consistent, accurate, timely, and pertinent communication to clients
- Resolve/assist with any service issues/questions
- Assist clients in making appropriate coverage changes, making each contact a marketing opportunity
- Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly
- Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time
- Monitor and review client satisfaction
- Electronically document all communication with clients
- As appropriate, market, negotiate, prepare and analyze alternative renewal options
- Develop written, graphic, and electronic renewal materials as appropriate
- Follow established agency procedures for effective utilization of the agency management system
- Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training
- Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc)
- Assist with or complete other tasks as directed by agency management
Skills
- Property and casualty insurance license upon hire is required
- At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis
- In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
- Strong written and verbal communication skills
- Ability to prioritize and self-manage workload
- Proficiency in Microsoft Word and Excel
- EPIC experience is preferred, but will consider other agency management system experience
Benefits
- A 401(k) savings plan with employer contributions
- An employee stock purchase plan
- Consideration for long-term incentive awards at Aon’s discretion
- Medical, dental and vision insurance
- Various types of leaves of absence
- Paid time off, including 12 paid holidays throughout the calendar year
- 15 days of paid vacation per year
- Paid sick leave as provided under state and local paid sick leave laws
- Short-term disability and optional long-term disability
- Health savings account
- Health care and dependent care reimbursement accounts
- Employee and dependent life insurance and supplemental life and AD&D insurance
- Optional personal insurance policies
- Adoption assistance
- Tuition assistance
- Commuter benefits
- An employee assistance program that includes free counseling sessions
- Two “Global Wellbeing Days” each year
- A variety of working style solutions for our colleagues
Company Overview