Finance & Insurance Manager jobs in Birmingham, AL

$45,000 yearly

• Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
• Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
• Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
• Help create competitive quotes when it is time to issue renewals or make updates to a current policy

• Candidates should be very strong communicators and problem solvers, and have great follow-up skills
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
• Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
• We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
• Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match

Legacy Insurance is a multi-line independent insurance agency servicing Alabama, Tennessee, Mississippi, and Georgia. We represent over 40 of the top carriers in the insurance market today and sell a variety of different types of insurance products including Auto, Home, Life, Business, and many more. Being independent allows us to shop each policy to our carrier partners and provide the best solution for each client at the most competitive price.