Personal Insurance Account Manager I

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Responsible for the support and service of GIB customers

Duties and Responsibilities:

1. Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.
2. Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.
3. Educate customers on policy coverage to enable informed decisions.
4. Develop trusted relationships with clients through creative problem solving.
5. Perform review of customer accounts to address any coverage needs.
6. Cross-sell additional products offered by the Insurance Agency or the Credit Union.
7. Perform other duties as assigned.

Education: Highschool graduate or equivalent. Must possess Property/Casualty license.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Proficient with technology including Microsoft Office Products and interactive phone system. Knowledge of agency management systems, particularly AMS 360. Possess strong sales, customer service and organizational skills. Ability to work independently with minimum supervision and as a team participant.

Tenure: Personal Insurance Customer Service Representative, category 13, requires six months as a Personal Insurance Customer Service Representative Trainee or equivalent with performance that meets or exceeds expectations. Personal Insurance Account Manager I (Category 11) requires six months as a Personal Insurance Customer Service Representative (Category 13) or one year in a related position within the insurance industry. Personal Insurance Account Manager II (Category 10) requires 18 months as a Personal Insurance Account Manager I (Category 11) or equivalent with performance that meets or exceeds expectations. Enrollment in an insurance program, CISR, CIC or other, is preferred. Senior Personal Insurance Account Manager (Category 09) requires two years as a Personal Insurance Account Manager II (Category 10) or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Must be proficient in all aspects of agency product administration. Directly related work experience and/or accelerated training completed may be substituted for tenure.

Salary Pay Range:

• Personal Insurance Account Manager I (Category 11): $52,258 - $81,523 annually
• Personal Insurance Account Manager II (Category 10): $57,484 - $90,825 annually
• Senior Personal Insurance Account Manager (Category 09): $63,233 - $101,804 annually

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer