Account Manager

Job description

Are you ready to make a difference and join a team that’s all about passion, growth, and client success? At CLP Insurance Solutions, LLC, we’re on the lookout for an enthusiastic Account Manager who thrives on delivering exceptional client service and driving business success!

Duties/Responsibilities:

• Maintain professional and timely communication with clients via email and phone regarding their policies.
• Perform policy checks to ensure consistent and accurate data and coverage.
• Detail policies in EZLynx software specific to various lines of coverage.
• Request renewal information and market client accounts to appropriate carriers in order to obtain quotes.
• Generate and detail Certificates of Insurance and Evidence of Property.
• Submit endorsement requests to carriers via online portals or email and check endorsements for accuracy when received.
• Issue Auto ID cards.
• Deliver endorsements, audits and policies to insureds after being reviewed.

Qualifications:

• Ideal candidate would have of 2-3 years of experience in insurance or a related field, with a proven track record of managing client accounts and understanding insurance products.
• Proficient with Microsoft Outlook, Word, Excel, and CRM (EZLynx) systems.
• Ability to multi-task across all lines of business.

Specific Knowledge/Skills/Abilities:

• Strong technical knowledge of coverage in all lines of insurance coverage.
• Strong knowledge of markets.
• Be a vital part of a team environment where everyone shares in the responsibilities of making company culture exceptional.

Physical Requirements:

• Comfortable talking, hearing, using hands, and working at a computer. Occasional standing, walking, and reaching.

Certifications/Licenses:

• Active Property & Casualty insurance license in state of residence. Life insurance license would also be required but can be obtained after employment.

Compensation: A competitive salary will be based on experience

About Us

CLP Insurance Solutions, LLC is an independent insurance agency. This is an on-site position within our office located at 3050 Montvale Dr. Suite C Springfield, IL 62704. Please email your resume and cover letter to Cheri Plummer- [email protected] Phones calls are welcome to talk about the opportunity. 217-535-9500

Come be a vital part of a team environment where everyone shares in the responsibilities of making company culture exceptional. Apply now and let’s make amazing things happen together!