Insurance Account Manager - High Point, NC

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

An Insurance Account Manager should demonstrate commitment to delivering distinctive service. This position will be responsible for assisting both new and existing clients, nurturing strong, collaborative relationships between the producer, clients, carriers, and teammates.

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm‐wide achievement of the three‐ring standard (all phones answered by a live person within three rings).
• Master the agency management system for all tasks concerning client placement, documentation, and service, following established standards and workflows for (but not limited to): inputting client and policy detail, marketing tracking, specifications, proposal, insurance summary preparation, binder issuance, certificates of insurance, invoices, change requests, letters and memos to clients and markets.
• Assist Producers to sell and service benefit accounts. Retain clients through successive renewals and identify opportunities for cross‐selling by other business units.
• Document all material conversations with clients and carriers regarding exposures and coverages.
• Maintain the responsibility and data integrity of the client information portal.
• Maintain an enhanced level of technical expertise through an ongoing commitment to professional development.
• Assume ownership of new technology projects as applicable.
• Partner with leaders and teammates to identify areas of improvement to develop and implement best practices.
• Maintain confidentiality of all information related to clients, associates, and carriers.
• Assist with special projects and development of new ideas, as assigned.
• Attend industry seminars and events and participate in continuing education and other learning opportunities.
• Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Banking, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.