Insurance Account Manager
New York Life - Lafayette Team
Location
Lafayette, LA | United States
Job description
We’re seeking an organized and highly motivated Insurance Account Manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!
Responsibilities:
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
- Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
- Help create competitive quotes when it is time to issue renewals or make updates to a current policy
- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
- Utilize personal network to develop and build a book of business
- Identify and obtain clients throughout the community to build your own book of business
Qualifications:
- Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
- Associates or Bachelor’s degree required, or commensurate insurance industry experience
- Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
- Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
About Company:
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 years of industry success. Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients#71 on Fortune 100 in 2019Most MDRT2 members in any United States Mutual Company 2019Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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