Insurance Account Managers make business development calls, meet with clients and network their socks off in an attempt to make sure that their companies’ products are recommended by brokers and financial advisers.
- Make information on company policies, revision of regulations, and various updates that are contributory, as well as on clients’ progress available
- Audit accounts and update them in agreement with producers and clients of the organization
- Maintain and update contact lists, databases and files of both clients and the organization
- Grow, manage, and review portfolio of accounts assigned
- Deal with forms and paperwork by sending, receiving, and filling them appropriately
- Organize meetings with new and existing clients
- Provide helpful advice to the company on new product ideas and improving existing products
- Set up handling terms for any claim brought up by clients
- Provide all support required by contact centers for all company’s new policies
- Ensure the company’s insurance team is able to meet standards laid out by the Financial Services Authority
- Carry other members of the account management team along
- Act as go-between for the organization and the account management team of the insurance company
- Create the all important business bridge between the company and clients
- Network with other insurance companies on behalf of the organization to foster better business development.