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Radius Financial Group

Open 44d

Account Manager -radius Insurance Group

Posted Updated 2 views
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Role. In this role, you are the heartbeat of the rig Commercial Insurance Team. This role is critical to delivering superior customer experiences and ensuring consistent, proactive, top-notch communication with Customers and Carrier Partners. Proactive, timely, and clear communication and responsiveness are absolutely key to this role. Specific responsibilities include but are not limited to:


Primary Duties:

• Client Service: Act as the first point of contact for business owners to answer coverage questions and process policy changes (endorsements).

• Policy Renewals: Track expiration dates, update policy information, and negotiate terms with insurance companies to keep clients protected.

• Claims Handling: Gather information from the client and help them through the claims process.

• Risk Review: Analyze a client's business to spot gaps in coverage and recommend extra protection.

• Documentation: Issue certificates of insurance (COIs) and binders.

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