Insurance Account Manager

Adams Insurance AdvisorsCentral City, NE

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Overview

Remote

On-site

Job Description

Adams Insurance Advisors is a 5th generation family-owned independent agency serving Nebraska and Colorado. Our mission is to serve our clients with honesty, dedication, and meaningful relationships. We offer a competitive and comprehensive benefit package, including paid time off.

We're looking for a full time qualified, detail oriented, driven account manager to add to our Adams Insurance Advisors team. Highly skilled at customer service, both in person and over the telephone, is necessary for success in this position. Additionally, having the ability to work closely with a team as well as independently is a must.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Identify existing customer needs and make appropriate recommendations. Handles telephone calls with professionalism and follows-up on any action needed related to each transaction.

Works with marketer on new policies to input information into Epic once policy has been issued and coordinates with production staff on delivery of policy to insured.

Maintains client files within the agency's automation system to ensure proper documentation by processing all endorsement changes, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.

Corresponds with insured via telephone, email or other desired methods.

Communicates directly with customers regarding changes that need to be made to coverage and handles endorsing policies with the carrier. Once the change has been made at the carrier, deliver to insured via the customers desired distribution method.

Maintain control of binders, certificates of insurance, audits and aged receivables in accordance with agency guidelines.

Prepares agency invoices and takes payments according to the agency's collection policy.

Prepares remarketing documents and coordinates with marketer on remarketed and renewal accounts.

Handles taking claim information from customers and prepares proper documents to file the claim with the appropriate carrier

Assists customers with claim questions though the entire claim process.

See job description for more details.

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FAQs About Insurance Account Manager Jobs at Adams Insurance Advisors

What is the work location for this position at Adams Insurance Advisors?

This job at Adams Insurance Advisors is located in Central City, NE, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Adams Insurance Advisors?

Employer has not shared pay details for this role.

What employment applies to this position at Adams Insurance Advisors?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Adams Insurance Advisors?

You can apply for this role at Adams Insurance Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.