Insurance Account Manager

An exciting opportunity exists to join the ProAssurance family of companies!

We are a specialty writer of professional liability, products liability and workers' compensation insurance. With approximately 1,000 team members operating in all 50 states, we are well-positioned to offer career opportunities to individuals interested in professional growth.

This position supports ProAssurance Agency and strong preference is for this position to be hybrid and based in Birmingham AL. We may consider qualified candidates located elsewhere in the United States to work a fully remote work arrangement.

Job Summary:

The Account Manager role is to work within their assigned book of business and alongside the Account Executive to meet or exceed the ProAssurance Agency customer satisfaction and service standards, while achieving the professional and/or commercial lines growth and retention objectives. While primarily providing administrative and coordination support necessary to achieve retention goals, this position will be expected to work under intermediate guidance and may occasionally have the opportunity to be customer facing.

Essential Duties and Responsibilities:

80% - Supports Account Executive with submissions, renewals, and carrier relationships.

• Proficiently navigate multiple insurance carrier rating and policy systems.
• Coordinate, triage and distribute agency new business submissions to appropriate Account Executive.
• Process policy changes and endorsements as directed by the Account Executive.
• Prepare summary of insurance as needed for account review and/or client meetings.
• Review and identify policy renewals for re-marketing to maintain competitive advantage and customer retention.
• Oversee/deploy downloads of policies, endorsements, and other related policy documents from multiple insurance carrier systems into the agency management system.
• Process invoices for the Account Executives.
• Delivery and follow-up of renewal applications & questionnaires.
• Identify and report material changes on renewal applications & questionnaires to Account Executive.
• Release all policy documents in a timely manner.
• Assist with quoting renewal accounts within carrier rating systems.
• Responsible for accurately inputting & maintaining customer, submission, and policy information into the agency management system.
• Prepare and release certificates of insurance as requested by insureds or third parties.
• Assist in reporting claims to carriers and accurately input and maintain claim data & records within carrier and agency management system.
• Follow a paperless workflow and written procedures at all times.

20% - Secondary Duties:

• Participate in the deployment, execution and tracking of marketing campaigns.
• Maintain accurate prospect records with the agency management system.
• Perform special projects as directed by management.

Qualifications:

• High school diploma is required. Bachelor's degree in a business-related field is preferred.
• Minimum of 4 years of experience in insurance industry specifically in direct sales or sales support, client services, policy services and/or customer service experience required.
• P&C insurance license required or obtained within 60 days of employment.
• Demonstrate strong interpersonal and relationship management skills.
• Self-starter with ability to work independently.
• Effective and professional communication skills.
• Works well in a team environment.
• High degree of accountability to prioritize work with strong attention to detail.
• Experience with Microsoft Office Suite.

Here at ProAssurance, we believe our team members are our most valuable asset. We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally.

For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style.

The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager. Completion of the assessments is not required in order for your application to be reviewed and to speak with a Talent Acquisition team member. These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete.

After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox).

#LI-Hybrid

Position Salary Range

$21.37 - $35.27

The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role.