Virtual Insurance Account Manager

Location: Remote

Annual Salary: $55,000

Position Overview:

We seek a dedicated and proactive Virtual Insurance Account Manager to join our dynamic team. As such, you will be critical in managing and servicing a portfolio of insurance accounts. Your primary responsibilities will include ensuring client satisfaction, providing exceptional customer service, and maintaining strong client relationships. You will work remotely, using your organizational skills and insurance knowledge to handle various account management tasks.

Key Responsibilities:

1. Client Relationship Management:
   • I will serve as the primary point of contact for assigned insurance accounts, addressing client inquiries and concerns with professionalism and efficiency.
   • Build and maintain strong, long-lasting client relationships by understanding their needs, providing tailored solutions, and delivering exceptional service.
   • Conduct regular check-ins with clients to ensure their satisfaction with current policies and services.
2. Policy Administration:
   • Assist clients in understanding their insurance policies, coverage options, and benefits.
   • Process policy changes, renewals, and cancellations promptly and accurately.
   • Review policy documents and ensure that all information is up-to-date and accurate.
3. Claims Management:
   • Guide clients through the claims process, providing support and ensuring that claims are filed correctly and promptly.
   • Act as an intermediary between clients and insurance carriers to facilitate smooth claim resolution.
   • Monitor the status of claims and keep clients informed of progress.
4. Sales and Upselling:
   • Identify opportunities to cross-sell or upsell additional insurance products and services to meet clients' evolving needs.
   • Collaborate with the sales team to develop and implement strategies for expanding client coverage and increasing account value.
5. Administrative Duties:
   • Using our digital systems, maintain accurate and organized records of client interactions, policy details, and claims information.
   • Prepare and review reports on account status, client feedback, and other relevant metrics.
   • Handle administrative tasks such as scheduling appointments, coordinating virtual meetings, and managing correspondence.
6. Compliance and Quality Assurance:
   • Ensure compliance with all relevant insurance regulations, company policies, and industry standards.
   • We review client accounts regularly to verify that policies align with their needs and that they are receiving the appropriate coverage.
   • Participate in training and development programs to stay updated on industry trends and best practices.

Qualifications:

• Education: A bachelor’s degree in business administration, insurance, finance, or a related field is preferred. Relevant certifications such as Certified Insurance Counselor (CIC) or Chartered Property Casualty Underwriter (CPCU) are a plus.
• Experience: Minimum of 2-3 years of experience in insurance account management or a related role, with a proven client service and account management track record.
• Skills:
  • Strong interpersonal and communication skills, with the ability to build rapport and manage relationships effectively.
  • Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
  • Proficiency in using insurance management software, CRM systems, and virtual communication tools.
  • Analytical and problem-solving skills, with the ability to assess client needs and provide appropriate solutions.
• Technical Requirements:
  • Reliable high-speed internet connection and a suitable home office setup for remote work.
  • Familiarity with virtual communication tools (e.g., Zoom, Microsoft Teams) and digital documentation systems.

Working Conditions:

• This remote position allows you to work from the comfort of your home.
• Standard business hours apply, with occasional flexibility required to accommodate client schedules or urgent matters.
• Regular virtual meetings with clients and team members will be part of the job.

Additional Information:

• Competitive annual salary of $55,000.
• Opportunities for professional growth and development within the company.
• Supportive and collaborative team environment.

If you are a motivated and detail-oriented professional passionate about insurance and client service, we encourage you to apply for the Virtual Insurance Account Manager position. Join us in delivering exceptional insurance solutions and support to our valued clients.