Insurance Account Manager

1 week ago

Anaheim, United States Mahtani Insurance Services Full time
Job DescriptionJob Description

Mahtani Insurance Services is a long-term agency with a strong reputation for client and staff retention. We prioritize creating a family atmosphere where our team members feel supported and valued. With a clientele base consisting mostly of business owners, we thrive on referrals and maintain a tight-knit group culture. Our goal is to provide continual training, guidance, and support to ensure the success and satisfaction of our team members.


We are currently seeking an experienced Insurance Account Manager to join our team. In this role, you will play a crucial role in maintaining and expanding our client relationships. As part of our tight-knit group, you'll have the opportunity to work in a supportive environment where continuous training and support are provided to set you up for success. Join us and become part of a team that values work-life balance, camaraderie, and mutual success.


If you're an experienced Insurance Account Manager seeking a supportive work environment where you can grow your career and make a meaningful impact, Mahtani Insurance Services is the place for you. We offer continuous training, support, and opportunities for professional development to ensure your success. Apply today and become part of our team dedicated to mutual success and work-life balance.


Benefits

Hourly Base Salary Based on Experience

Bonus Opportunities

Licensing Assistance

Paid Time Off (PTO)

Work-Life Balance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Hands on Training

Performance Bonuses

Equipment Provided

Paid Sick Leave

Birthday Celebrations

Health Insurance

Dental Insurance

Vision Insurance


Responsibilities
  • Nurture strong customer relationships and aim to increase client retention and product loyalty.
  • Prospects for new business are generated from networking, online promotions, social media, and reaching out to current clients.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
  • Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.

Requirements
  • NO PREVIOUS INSURANCE EXPERIENCE REQUIRED. Would prefer to have a background in ales or service.
  • An insurance license is required for the position, but not required to apply. We offer License Assistance.
  • Showcases advanced technical and cognitive capabilities to ensure precision and accuracy in tasks.
  • Candidate must have basic computer software knowledge.
  • Ambitious self-starter who can work in a collaborative environment.
  • Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
  • Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.

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