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Account Manager, Commercial Insurance (Remote Option)

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Associates degree preferred, High-level client service experience required, Insurance experience preferred.

Key responsabilities:

  • Developing client relationships
  • Preparing RFPs and reviewing proposals
  • Maintaining client files and assisting with billing inquiries
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PerunHR Human Resources, Staffing & Recruiting Small startup
2 - 10 Employees
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Job description

**US CITIZENS ONLY**

Essential Duties and Responsibilities:

  • Begins to develop relationships; attend meetings and may contribute.
  • Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
  • Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
  • Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
  • Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.

Knowledge, Skills, and/or Abilities:

  • Highly organized with excellent verbal and written communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
  • Ability to handle situations in a calm, courteous and professional manner
  • Customer-focused to establish and maintain effective relationships
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
  • Ability to prioritize multiple tasks to meet deadlines
  • Must be able to read, analyze and reconcile financial reports
  • Possess strong analytical and problem-solving skills
  • Sharp attention to detail, decision-making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines, and technology

Education and/or Experience:

  • Associates degree (or equivalent) and BA/BS preferred
  • High-level client service experience required
  • Insurance experience preferred or able to demonstrate a focus on an insurance career

Certificates, Licenses, Registration:

  • P&C licensed or ability to obtain licensing within 3 months of hire

Benefits:

  • competitive salary, 
  • PTO & paid holidays, 
  • 401(k) with match, exclusive discount programs, health & wellness programs, and more. 

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Non-Verbal Communication
  • Microsoft Excel
  • Microsoft Outlook
  • Teamwork
  • Microsoft Word

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