MagMutual · 1 week ago

Account Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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Financial ServicesHealth Care

Comp. & Benefits

Hiring Manager

Kristen Sowemimo

Insider Connection @MagMutual

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Meet and/or exceed company and departmental premium persistency and direct written premium goals by facilitating the renewal process for assigned MAGMUTUAL® policyholders across all lines of business

Serve as point of contact for policyowners throughout the year to assist with any and all coverage changes or coverage inquiries for all lines of business

Conduct annual coverage reviews to ensure all coverage needs within the practice, business and regulation of medicine are satisfied

Capitalize on all cross-sell premium opportunities to ensure goals are met individually and departmentally

Develop and maintain valuable relationships with key decision makers to reinforce overall retention goals

Assist management, as needed, with report preparation and periodic review of retention and revenue goals/strategies

Document, organize and maintain all account records in EPIC, SalesForce and ImageRight systems

Comply with all Company procedures, guidelines and levels of authority

Qualification

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College degreeProfessional designationPersonal lines insuranceP&C insuranceProfessional liabilityCommercial linesAgency brokerageResident PropertyCasualty agent licensesNon-resident PropertyCommunicationNegotiationOrganizationalTime managementCustomer serviceTeamworkInitiativeApplied ExperiencePaperless EnvironmentProblem-SolvingAdaptability

Required

College degree and/or professional designation required

Minimum of 3-5 years personal lines (P&C) insurance experience with emphasis on professional liability and/or commercial lines in agency/brokerage environment

Excellent communication and negotiation skills

Resident and/or non-resident Property and Casualty agent licenses required

Must possess organizational and time management skills, a desire to work in a fast-paced team environment and the initiative to consistently exceed customer expectations

Ability to communicate effectively and present a professional image

Must possess a desire to work in a results-oriented team environment