Account Manager

The Roots Insurance Agency is looking for our next Account Manager to join our growing team!  Account Managers are responsible for placement and analysis of insurance coverages. They are also responsible for maintaining carrier/underwriter relationships. The Roots is a boutique independent agency located in Troy with strong relationships in the business community.

Essential Duties and Responsibilities

The Account Manager’s primary responsibilities include, but are not limited to:

• Providing superior service to clients by answering insurance related questions and discussing product offerings
• Assisting with new business production, including but not limited to new client information intake and quoting
• Review and understand insured’s operations and exposure to risks
• Work with producers to provide adequate insurance to value on property, satisfy co-insurance requirements, classify exposures, and make coverage recommendations
• Follow up with underwriters to ensure market submissions are processed and obtain any requested information from producers and/or account managers
• Review carrier quotes with producers and analyze coverage terms
• Assist with strategic design of insurance policies/coverages
• Remarket renewals to ensure a high retention rate
• Maintaining strong relationships with both clients and insurance companies
• Oversee the preparation and delivery of insurance proposals according to agency procedures and educating customers on coverage options
• Ensure proper policies, coverages, and endorsements to fill gaps and reduce risk Participating in a wide range of marketing tasks and other important duties as assigned
• Complete data entry, including documentation of all conversations with clients and prospective clients, entering new policy information and changes on existing policies into CRM/AMS
• Communicate effectively via email and phone
• Stays up to date on industry information and new products and coverages Identify and solve complex service issues for insureds
• Other duties and projects as assigned

Education and/or Experience: 

• High school diploma or recognized equivalent required 
• Minimum 3+ years insurance account management experience required
• Active Property/Casualty license required CPCU or CIC designation preferred
• Applied EPIC agency management software experience preferred 

Additional Qualifications: 

• Able to work independently and enjoy a high degree of interaction with team members 
• Must be able to effectively plan and strategize
• Demonstrated persuasiveness, resilience and tenacity
• Excellent negotiation skills with a drive to succeed and meet goals
• High stress tolerance
• Strong oral and written communication skills
•   Detail oriented and highly organized
• Ability to learn new software applications and technology
• The ability to multitask, prioritize, work independently, and use discretion
•   Willingness to continually increase knowledge and understanding of the insurance industry and technology that is available
• Ability to maintain a professional demeanor and positive attitude 

Benefits:

• Base salary 
• Medical, dental, vision, life and disability insurance 
• 401K with match
• Career development including support for licensing, CE and insurance designations 
• Competitive paid time off program

The above information on this description has been designed to indicate the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

The Roots Insurance Agency is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.