Personal Insurance Account Manager I

Responsibilities

The Account Manager is responsible for supporting clients with policy changes, new business, claims, and billing issues. They also educate customers on coverage options and cross-sell additional insurance products.

Requirements

Candidates must have a high school diploma or equivalent and possess a valid Property/Casualty insurance license. Proficiency in Microsoft Office and agency management systems like AMS 360 is required.

Skills

• Customer service
• Property/Casualty insurance
• Policy management
• Claims processing
• Billing support
• Insurance coverage education
• Problem solving
• Account review
• Cross-selling
• Microsoft Office
• Interactive phone system
• AMS 360
• Sales
• Organizational skills
• Independent work

Benefits

• Short-term and long-term incentives
• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• HSA options
• FSA options
• 401(k) plan with 5% match
• Employee Assistance Program
• Life insurance
• Disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Paid Time Off
• Paid Sick Leave
• Paid Holidays

About this role

Overview
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Responsible for the support and service of GIB customers
Duties and Responsibilities:
Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.
Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.
Educate customers on policy coverage to enable informed decisions.
Develop trusted relationships with clients through creative problem solving.
Perform review of customer accounts to address any coverage needs.
Cross-sell additional products offered by the Insurance Agency or the Credit Union.
Perform other duties as assigned.
Qualifications
Education: Highschool graduate or equivalent. Must possess Property/Casualty license.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Proficient with technology including Microsoft Office Products and interactive phone system. Knowledge of agency management systems, particularly AMS 360. Possess strong sales, customer service and organizational skills. Ability to work independently with minimum supervision and as a team participant.
Tenure: Personal Insurance Account Manager II (Category 10) requires 18 months as a Personal Insurance Account Manager I (Category 11) or equivalent with performance that meets or exceeds expectations. Enrollment in an insurance program, CISR, CIC or other, is preferred. Senior Personal Insurance Account Manager (Category 09) requires two years as a Personal Insurance Account Manager II (Category 10) or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Must be proficient in all aspects of agency product administration. Directly related work experience and/or accelerated training completed may be substituted for tenure.
Compensation
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.
Salary Pay Range: 09
$69,557 - $112,677 annually
Salary Pay Range: 10
$63,233 - $99,908 annually
Salary Pay Range: 11
$57,484 - $90,230 annually
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global’s comprehensive Benefits Programs
Equal Opportunity Employer

About Global Credit Union

Financial Services · 1,001-5,000 employees · headquartered in Anchorage, AK · founded 1948