Date document last updated: October 29, 2024
Job Summary:
As an Account Manager at CAP Insurance Group, you will be responsible for managing and servicing insurance policies, assisting clients with their inquiries, and ensuring smooth operation of policy administration processes. This role requires strong communication skills, attention to detail, and the ability to handle multiple tasks efficiently.
Supervisory Responsibilities:
- None
Duties/Responsibilities:
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
- Policy Administration: Manage the administration of insurance policies including processing updates, renewals, endorsements, and cancellations. Ensure accuracy and timeliness in policy documentation.
- Customer Support: Provide exceptional customer service by addressing client inquiries, resolving issues, and guiding clients through policy-related processes. Act as a point of contact for policyholders needing assistance.
- Claims Assistance: Support clients with the claims process by collecting necessary documentation, coordinating with adjusters, and tracking claim progress to ensure timely resolution.
- Data Management: Maintain and update client records in the company’s database, ensuring all information is accurate and confidential. Prepare reports and perform audits to ensure compliance with company and regulatory standards.
- Communication: Effectively communicate with clients, insurance agents, and internal departments to facilitate policy servicing and resolve any discrepancies or issues.
- Compliance: Adhere to industry regulations, company policies, and legal requirements in all aspects of policy servicing and client interactions.
- Administrative Support: Assist with general administrative tasks related to insurance policy management and office operations.
- Collaboration: Assist sales agents with tasks needed to service their book of business
Skills & Abilities:
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Providing information to supervisors and co-workers by telephone, in written form, e-mail, or in person.
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
- Using computers and computer systems (including hardware and software) to enter data and process information.
- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Communicating with people outside the organization, representing the organization to customers, the public, and other external sources.
- Analyzing information and evaluating results to choose the best solution and solve problems.
- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
CAP Insurance Group, LLC is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. CAP Insurance Group, LLC strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, other protected classes recognized by applicable state or local law, or any other characteristic protected under applicable federal, state, or local law. All CAP Insurance Group, LLC employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
I have read the above Account Manager Job Description and have been afforded the opportunity to ask questions and receive clarification. I understand this document will be used for multiple purposes including as a guide for professional development of my knowledge, skills and abilities relative to my expected on-the-job performance; for goal setting; for evaluation of and feedback on my job performance; and, as a baseline for my annual performance appraisal.