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Account Manager I

Account Manager I

Sunstar Insurance Group LLCSaint Louis, MO, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Efficient Timeline Management

  • Adhere to established timelines, ensuring all tasks are completed promptly and efficiently for our client.
  • Exercise autonomy and self-management to maintain workload deadlines effectively.

Customer Relationship Excellence

  • Build and strengthen relationships with key customers on behalf of our client, demonstrating acommitment to urgency and responsiveness.
  • Deliver exceptional customer service by addressing inquiries, handling policy changes, processing claims, issuing certificates of liability, and more.

    • Professional and Strategic Communication

  • Respond to client inquiries with professionalism and clarity, ensuring seamless communication on behalf of our client.

    • Proactive Renewal and Marketing Strategy

  • Participate in monthly marketing strategy meetings with Producers 90-120 days prior to policy expiration.
  • Review policy renewals, identify significant changes, and collaborate with Producers to refine strategic approaches for our client’s customers.
  • Accurately prepare and submit applications to carriers for quotes, ensuring a comprehensive range of options for clients.
  • Evaluate quotes and create detailed marketing comparisons to recommend optimal solutions to Producers or customers.

    • Polished Proposal and Policy Management

  • Draft and deliver compelling renewal proposals as required for our client’s customers.
  • Ensure policies received from carriers are accurate, compliant, and aligned with client needs.
  • Manage timely and precise delivery of policies according to customer or Producer instructions.

    • In-Depth Coverage Analysis

  • Review contracts to confirm clients have appropriate coverage.
  • Assess existing policies and recommend additional beneficial coverages tailored to client needs.
  • Collaborate across departments to identify and promote additional agency services on behalf of our client.

    • Administrative and Cross-Team Collaboration

  • Support accounts receivable efforts as needed.
  • Gain expertise in each carrier’s product offerings, underwriting guidelines, and online platforms.
  • Stay ahead of market trends and changes to deliver informed recommendations.
  • Join customer or carrier meetings alongside Producers to enhance client relationships.
  • Share insights and mentor team members to foster a collaborative learning environment.
  • Organize and maintain client documentation in the agency’s management system.
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    Account Manager • Saint Louis, MO, US