P&C Senior Insurance Solutions Advisor

4 weeks ago


Dallas TX United States HirefinderRPO Full time

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.

Account Manager Job Responsibilities:

• Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.

• Analyzes insurance data to identify potential risks and delivers effective solutions. • Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.

• Proactively contacts clients to schedule and conduct annual review calls.

• Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.

• Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.

Ideal candidates will possess the following:

• At least 5 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers. • Self-starter mentality driven to achieve goals and deliver measurable results. • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.

• Proactive mindset with exceptional analytical and problem-solving abilities.

• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.

• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs. Familiarity with EZLynx is a plus.


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