Personal Insurance Account Manager

3 weeks ago

Waynesboro, United States Weaver Insurance and Financial Advisors Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Health insurance
  • Paid time off
  • Profit sharing
  • Training & development


Mission of the Personal Lines Account Manager
To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.

Desired Outcomes of this Role
  1. Maintain a retention rate of 93% on your book of business
    1. Proactively reach out to clients
    2. Conduct ongoing account reviews for your designated portion of the business
    3. Work efficiently and effectively with clients on their policies
    4. Effective account rounding
    5. Generate referrals for personal lines and other departments including financial
    6. Educate the clients about the benefits of having our agency as their agency
    7. Proactively call cancelled business that we want back with the agency to try to win them back immediately
      1. Obviously do not call those that are not eligible or that we do not want due to loses, poor pay or other adverse underwriting issues. Use your good judgement
      2. The goal is to get back our good quality customers that we have lost
  2. Generate additional revenue on the book of business
    1. Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
    2. Identify account rounding opportunities and proactively pursue them
      1. Identify coverages that clients have with other agents
      2. Generate demand for coverages the client didnt know they needed (i.e. umbrella, extended non-owned auto, inland flood, earthquake etc)
      3. Work to attract the business owners commercial insurance and financial services needs to the agency
    3. Consistently share the agencys referral program with clients
  3. Conduct account reviews
    1. Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
    2. Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
    3. Follow agency remarketing guidelines
  4. Provide outstanding inbound service on claims, billing questions and endorsements
    1. Work to manage clients expectations
    2. Follow up via phone or email with clients promptly
    3. Use every opportunity to confirm and update client contact information
    4. Educate clients on the benefits of using our agency
    5. Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
    6. Document the management system
    7. Follow agency service standards on follow up and follow through
  5. Positive attitude and efficient work ethic
    1. Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
    2. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
    3. Create and maintain relationships with clients in accordance with our core values
      1. Get to know your clients on a personal level
  6. Conduct audits on new business files
    1. Work with the producers to check their new business files for accuracy
    2. Send any onboarding materials to clients post-sale
    3. Update any missed new business items
  7. Sell new business for the agency referrals, account rounding, cross selling, upselling
    1. Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
    2. Follow the agency sales process
    3. Follow up according to the sales process
  8. Work to support the marketing and branding team in the following ways:
    1. Provide them any business cards to be entered into marketing campaigns
    2. Suggest blog, email and social media topics to the marketing department
    3. Share agency social media posts on personal social networks
    4. Participate in pictures and agency branding opportunities when invited
  9. Other responsibilities as directed by your manager

Values:

STRIVE

S- Service: We understand that every interaction with a client is an opportunity to make a positive
impact, solve the clients needs, and enhance our standing in the clients eyes.

T- Teamwork: We foster a collaborative and fun environment where every person is focused on
being the best they can.

R- Respect: We treat every individual with respect inside and outside our organization, regardless of
their role, background, or beliefs.

I-Integrity: We uphold the highest standards of honesty, ethics, and transparency in all our actions.

V- Value Creation: We continually seek opportunities to add value through our products, services, and relationships. Our primary goal is to create value for our clients and employees.

E- Efficiency: We will be efficient and effective in all operations and processes. We empower our team to be problem solvers that take initiative and present solutions.

Critical Competencies
  1. Efficiency - Able to produce significant output with minimal wasted effort.
  2. Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
  3. Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.
    Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.
  4. Persistence - Demonstrates tenacity and willingness to go the distance to get something done.
  5. Proactivity - Acts without being told what to do. Brings new ideas to the company.
  6. Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
  7. Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.
  8. Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.
  9. Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
  10. Listening Skills - Lets others speak and seeks to understand their viewpoints.
  11. Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
  12. Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
  13. Persuasion - Able to convince others to pursue a course of action.

Feedback:


  1. After 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve and the objectives outlined in your job description.
  2. Additional feedback will be given as needed.


This is a remote position.

  • Personal Insurance Account Manager

    1 week ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    **Benefits**: - 401(k) matching - Bonus based on performance - Company parties - Competitive salary - Health insurance - Paid time off - Profit sharing - Training & development **_Mission of the Personal Lines Account Manager_** To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying...

  • Personal Insurance Account Manager

    1 month ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Personal Insurance Account Manager

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Personal Insurance Account Manager

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Personal Lines Insurance Account Manager

    4 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionJoin Our Team: Where Your Skills Meet Innovation and Opportunity!About Us:At Weaver Insurance and Financial Advisors, we take pride in being a leading independent insurance agency recognized for our integrity and exceptional service. Our mission is to forge enduring relationships with our clients and generate a positive impact...

  • Insurance Customer Service Representative/Account Manager

    2 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits/Perks:Comprehensive health insuranceLife insurance401k with company matchProfit SharingGenerous paid time off, including vacations and holidaysEmployee appreciation events, such as lunches and happy hoursStocked breakroom with snacks and beveragesProfessional development and training opportunities and continuing...

  • Insurance Customer Service Representative/Account Manager

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits/Perks:Comprehensive health insuranceLife insurance401k with company matchProfit SharingGenerous paid time off, including vacations and holidaysEmployee appreciation events, such as lunches and happy hoursStocked breakroom with snacks and beveragesProfessional development and training opportunities and continuing...

  • Insurance Customer Service Representative/Account Manager

    2 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits/Perks:Comprehensive health insuranceLife insurance401k with company matchProfit SharingGenerous paid time off, including vacations and holidaysEmployee appreciation events, such as lunches and happy hoursStocked breakroom with snacks and beveragesProfessional development and training opportunities and continuing...

  • Insurance Customer Service Representative/Account Manager

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits/Perks:Comprehensive health insuranceLife insurance401k with company matchProfit SharingGenerous paid time off, including vacations and holidaysEmployee appreciation events, such as lunches and happy hoursStocked breakroom with snacks and beveragesProfessional development and training opportunities and continuing...

  • Personal Insurance Customer Service Representative

    4 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Personal Insurance Customer Service Representative

    1 month ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Personal Insurance Customer Service Representative

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryHealth insurancePaid time offProfit sharingTraining & developmentMission of the Personal Lines Account ManagerTo serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue...

  • Insurance Customer Service Representative/account

    3 weeks ago

    Waynesboro, United States Weaver Insurance and Financial Advisors Full time

    **Benefits/Perks**: - Comprehensive health insurance - Life insurance - 401k with company match - Profit Sharing - Generous paid time off, including vacations and holidays - Employee appreciation events, such as lunches and happy hours - Stocked breakroom with snacks and beverages - Professional development and training opportunities and continuing...

  • Account Manager

    2 weeks ago

    Waynesboro, United States Novae Corp Full time

    Founded in 1995, Novae started making trailers in January 2001 with the idea to offer quality products with great service, deal fairly with people, and recognize that suppliers, employees, community and customers are all important to success. Our purpose is to create opportunities for people to make their lives better and to leave a legacy of positive...

  • Licensed Insurance Agent/customer Service

    4 weeks ago

    Waynesboro, United States Antrim Insurance Agency Full time

    Job Summary: **Responsibilities**: - Serve as the primary point of contact for clients, providing timely and accurate assistance with policy inquiries, coverage questions, and claims processing. - Develop and maintain relationships with clients to understand their insurance needs. - Educate clients on available insurance products and coverage options to...

  • Account Manager

    4 weeks ago

    Waynesboro, United States NOVAE LLC Full time

    Job DescriptionJob DescriptionFounded in 1995, Novae started making trailers in January 2001 with the idea to offer quality products with great service, deal fairly with people, and recognize that suppliers, employees, community and customers are all important to success. Our purpose is to create opportunities for people to make their lives better and to...

  • Account Manager

    3 weeks ago

    Waynesboro, United States NOVAE LLC Full time

    Job DescriptionJob DescriptionFounded in 1995, Novae started making trailers in January 2001 with the idea to offer quality products with great service, deal fairly with people, and recognize that suppliers, employees, community and customers are all important to success. Our purpose is to create opportunities for people to make their lives better and to...

  • Account Manager

    3 weeks ago

    Waynesboro, United States Novae Corp Full time

    Founded in 1995, Novae started making trailers in January 2001 with the idea to offer quality products with great service, deal fairly with people, and recognize that suppliers, employees, community and customers are all important to success. Our purpose is to create opportunities for people to make their lives better and to leave a legacy of positive...

  • Accounting Technician

    2 months ago

    Waynesboro, United States City of Waynesboro Full time

    Come join the team at the City of Waynesboro! Located in the beautiful Shenandoah Valley of Virginia, the City is easily accessible via interstate and provides great access to the Blue Ridge Parkway and Skyline Drive. The City of Waynesboro is currently recruiting for an Accounting Technician. This position performs a variety of professional accounting...

  • Accounting Technician

    1 day ago

    Waynesboro, United States City of Waynesboro Full time

    Come join the team at the City of Waynesboro! Located in the beautiful Shenandoah Valley of Virginia, the City is easily accessible via interstate and provides great access to the Blue Ridge Parkway and Skyline Drive. The City of Waynesboro is currently recruiting for an Accounting Technician. This position performs a variety of professional accounting...