PL Account Manager

Purpose of Job: To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive To assist in the retention of existing accounts. To assist the Account Executive with increasing book of business. Responsibilities: Process change/cancellation requests for clients Provide excellent service at all times Document all client interactions Involved in weekly meetings with Account Managers/CSRs Communicate with Claims department on progress of claims detail if needed Cross-sell to help build book of business Help Account Executive remarket existing policies Help in maintaining up-to-date client contact information Communicate with Team Members in a professional manner Review renewal book of business & communicate with Account Executive Job Qualifications: Experience preferred but not required Advanced computer skills Self-Motivation Ability to work in a team environment Exceptional communication and time management skills Ability to multitask Performance Measurements: Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, new business, and account retention. Benefits: 401k Match Profit Sharing Section 125 - Daycare, Health, Dental & Vision 35 Hour Work Week Vacation PTO 7 Paid Holidays & Birthday off HSA Health Insurance - 100% of Employee Paid $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost Licensing & CE Scheduled & Paid by Agency Group Long Term Disability - at your cost Group Dental - at your cost Group Vision - at your cost Aflac Benefits - at your cost LegalShield - Shared cost