Account Manager, Commercial Insurance

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🕒 Março 31

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PerunHR

1 - 10 funcionários

Fundada em 2021

👥 RH Tech

🎯 Recrutamento

🤝 B2B

HR Tech • Recruitment • B2B

A PerunHR é uma empresa de aquisição de talentos e consultoria de recrutamento fundada por Stefan Markovic. Com mais de 8 anos de experiência no setor, Stefan oferece uma gama de serviços, incluindo terceirização de processos de recrutamento (RPO), terceirização de processos de negócios (BPO), otimização de currículos e criação de descrições de cargos. A PerunHR prioriza um serviço personalizado, adaptando suas soluções para atender às necessidades únicas de cada cliente, enquanto inova continuamente para se adaptar ao cenário empresarial em evolução.

Descrição

• Begins to develop relationships; attend meetings and may contribute • Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in • Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor • Creates and maintains client files in accordance with office procedures • May be responsible for keeping client policy records in the agency management system • Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

🎯 Requisitos

• Highly organized with excellent verbal and written communication skills • Self-confident to make sound independent decisions • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously • Ability to handle situations in a calm, courteous and professional manner • Customer-focused to establish and maintain effective relationships • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook • Ability to prioritize multiple tasks to meet deadlines • Must be able to read, analyze and reconcile financial reports • Possess strong analytical and problem-solving skills • Sharp attention to detail, decision-making skills, and problem resolution • Flexibility and adaptability to changing priorities, deadlines, and technology • Associates degree (or equivalent) and BA/BS preferred • High-level client service experience required • Insurance experience preferred or able to demonstrate a focus on an insurance career • P&C licensed or ability to obtain licensing within 3 months of hire

🏖️ Benefícios

• competitive salary • PTO & paid holidays • 401(k) with match • exclusive discount programs • health & wellness programs • more

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