Account Manager

3 days ago


Bethesda MD United States David Munson Insurance & Financial Services Inc. Full time

Account Manager

The David Munson Agency is seeking an Account Manager to join one of the top performing teams in the country You will be responsible for generating results through advising prospects on property, casualty, life, and health insurance. We are looking for self-driven individuals who are “A” players and want to make a great living Our work environment is fast-paced, upbeat, and results-driven. Experience in the industry is not necessary. Our training and resources are top-notch, and if you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put the prospect’s best interest first in order to properly protect them. If you are looking for a career on a high performing team that cares about people, we want to talk to you

Salary Range: 60K - 100K+

Responsibilities:
  1. Achieve goals and measurables by writing new property and casualty insurance from leads that are provided by the agency.
  2. Ensure that the Agency Process is followed on a consistent basis with all prospects.
  3. Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
  4. Responsible for accurate underwriting.
  5. Ensure all documents are received and e-signed by prospects that have purchased insurance.
  6. Demonstrate competency and knowledge of new products & rules for our industry.
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