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Insurance Account Manager

5 months ago

Galena, United States David Franck Insurance Agency Inc. Full time
Job DescriptionJob Description

The Insurance Account Manager is responsible for providing clients with personalized insurance advice and solutions. This role involves assessing clients' insurance needs, recommending suitable products, and offering exceptional customer service. The Insurance Account Manager will focus on building long-term relationships with clients and ensuring their insurance coverage remains appropriate and up-to-date.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Health Insurance

Hands on Training

Evenings Off

Tuition Reimbursement

Dental Insurance

Vision Insurance

Mon-Fri Schedule


Responsibilities

Develop insurance quotes, make sales presentations, and close sales

Communicating with our hot leads

Establish client relationships and follow up with clients, as needed

  • Understanding prospects needs and identifying sales opportunities

Requirements

Qualifications:

Education: High school diploma or equivalent; a bachelors degree in Business, Finance, Marketing, or a related field is preferred.

Experience: Previous experience in insurance sales, customer service, or a related field is beneficial.

Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health).

Skills: Excellent communication, negotiation, and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in using CRM software and Microsoft Office Suite.

Attributes: Self-motivated, goal-oriented, and able to work independently. Ability to build trust and rapport with clients. High level of integrity and professionalism.