At Klinger Insurance Group our purpose is to help embrace teamwork and provide amazing service to all our clients. That’s why we provide an environment that focuses on openness, trust, and respect. We have received numerous awards for diversity and inclusion. We have been recognized by Insurance Business America Magazine as the Employer of Choice. Klinger Insurance Group is recognized as one of the leading and trusted independent insurance agencies and brokerage firms in Germantown, MD. The company services the Washington, D.C. metropolitan area and we are licensed in twenty-three states. Klinger Insurance Group was founded in 1993. We act as agents, advisors, administrators, and brokers. Klinger Insurance Group strives to ensure that our clients receive the most cost-effective, comprehensive coverage that addresses both present and future needs. To learn more, visit our website at www.klingerinsurancegroup.com.
The primary responsibility of this position is to provide top-notch service to clients while also cross-selling and account-rounding within the existing book of business. The Account Manager (AM) will serve as the insurance company's primary point of contact with the designated accounts. In collaboration with Producers and/or Account Executives, the AM will manage and control client relationships. Contract analysis, coverage and exposure analysis, endorsement activity, routine coverage, billing questions, problem-solving, renewal control, quote/proposal preparation, binding coverage, claim reporting, and follow-up will be part of daily client servicing. As needed, the AM will assist the Producer(s) with the above functions.Responsibilities:
- Client retention is the number one priority
- Upselling and Cross selling to existing clients
- Quote follow up and writing new business
- Complete monthly production logs
- Provide clients with consistent, accurate, timely, and relevant communication.
- Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
- Maintain constructive and effective client relationships by meeting and exceeding expectations.
- Resolve any service issues or questions.
- Inform and educate clients about coverage, exclusions, and exposures, and maintain appropriate electronic files.
- Respond to client needs by accurately and on time providing/producing binders, certificates, policies, auto id cards, proof of insurance, and other related items.
- Monitor and review client satisfaction.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Follow established agency procedures for effective utilization of the agency management system.
- Take advantage of opportunities for personal and professional development such as continuing education, professional designations, and in-house training.
- The Account Manager will collaborate with Producers on strategic account issues and potential problems as needed.
Requirements:
- Associates, BA/BS preferred. HS Diploma required.
- P&C Insurance License required.
- At least 3 years of Commercial Lines experience as an Account Manager
- Experience with commercial auto, property, general liability, umbrella, inland marine, workers' compensation, and flood insurance, among others.
- Highly organized with strong verbal and written communication abilities.
- Attention to detail, and decision-making abilities.
- Ability to prioritize multiple tasks to meet deadlines.
- Customer-focused to establish and maintain effective relationships.
- Strong analytical and problem-solving abilities are required.
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook.
- Ability to analyze and understand the company for risk selection.
- Demonstrating to work independently is required.
- Experience with Management Systems (EPIC) is highly desired.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.