Job Information
Mainstay Financial Group LLC Account Manager in Irving, Texas
[Account Manager Job Description]{aptos="" display",sans-serif"=""}
- Texas Property and Casualty License.
- Serve existing customers, building relationships, explaining detailed coverage, policy information, provide quotes, processing changes as needed, and processing payments.
- Maintain client base by contacting clients, understanding their needs, providing each with a full account review at renewal time and suggesting coverage changes when applicable.
- Provide quality service to clients, identify concerns, determine the cause, and provide optimal solutions to resolve concerns and conflicts.
- Assist in claim conflicts between insured and company; claim counseling.
- Provide advice on managing and minimizing risk.
- Engage with customers to discuss products and services, quote new business, process renewals or cancellations, accept payments, and provide requested documentation.
- Maintain accurate records of customer interactions and transactions in the agency management system (EZ Lynx)
- Maintain a broad knowledge of insurance products and underwriting guidelines.
- Maintain relationships with insurance providers.
- Collaborate with new clients to understand their needs, gather data, research policy options, present alternatives, finalize coverage, cancel old policies, and negotiate with carriers when necessary.
- Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.
- Set priorities which accurately reflect the relative importance of job responsibilities.
- Bi-lingual English/ Spanish (Read and Write)