Licensed Personal Lines Insurance Account Manager
2 weeks ago
Looking for the best and brightest SUPERWOMAN OR SUPERMAN
WE WILL PROVIDE TRAINING
We are hiring an experienced, Licensed Personal Lines Account Manager as an integral link in the business relationship that is created between our agency, our clients, and our companies. For many clients, the Account Manager is the focal point of their contact with our agency, and frequently clients rely on them to explain, select and place their insurance coverage. The Account Manager needs to objectively assess the underwriting practices of our companies when placing coverage, while helping assess the risk management needs of prospects and clients. In addition to fundamental rating, underwriting and procedural skills, this position requires excellent communication skills combined with sales abilities. It can be in-office, remote or hybrid set up.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Career Growth Opportunities
Health Insurance
Dental Insurance
Life Insurance
Hands on Training
Retirement Plan
Costco Membership
Responsibilities
- Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention.
- Identify rounding/upsell and cross-sell opportunities and process as required.
- Renew and/or requote existing client accounts that fall within assigned client list
- Quote, follow up, and write new business within 48 hours.
- Generate endorsements, certificates, and binders at clients' request.
- Respond to customers' billing questions, generate invoices, and assist with payments when necessary.
- Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
- Other duties as assigned.
Requirements
- Property & Casualty License is required
- Strong communication skills, both oral and written
- Strong organizational skills
- Ability to Multitask
- Good Customer Service Skills
- Good Listening Skills
- Proficiency in Microsoft Word, Excel and Outlook
- High school diploma or GED required
- CISR, CIC or CPCU designation a plus
- Knowledge of Applied Management system (TAM) or EPIC a plus
- Previous Experience working for an Independent Agent is a plus
- Multi-lingual is a plus
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