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Insurance Producer
3 months ago
- Bonus based on performance
- Free food & snacks
- Free uniforms
- Opportunity for advancement
- Paid time off
- Training & development
At All Saints Insurance:
- We always put the best interests of our customers at the forefront of every decision.
- This is more than a tagline; it is how we approach helping our clients everyday.
- The soul of our company is based in the belief that we are a trusted advisor and friend to our clients and fellow members of our community.
- Some key ingredients of our success include a leadership team that really cares, and great team members who strive for excellence, who are professional and team oriented, and who believe in a common mission to help people. We believe our people are our greatest asset. We treat our team like family because we want you to stay and grow with us.
- Established in 2008, we are an independent insurance agency located on Gause Boulevard in Slidell, LA. At All Saints, we offer products from many different companies which allows us to find the right mix of companies, coverage, and rates for you.
- An important differentiator for us compared to other local insurance companies is that we offer Auto Insurance, Personal Insurance, Business Insurance, and Life Insurance. We give our customers a place to address all their coverage needs with one company and we offer multi-policy discounts.
- We have a strong commitment to each other and our culture, and are looking for a committed Personal Lines Account Manager to join our team.
- We are looking for someone who is reliable, proactive, attentive to detail, puts pride in their work, learns quickly, is computer efficient and wants to grow with our business.
- The right approach to succeed as a Personal Lines Account Manager is the desire to educate and protect our clients and explain the values of working with All Saints Insurance Agency.
- We build relationships but focus on resolving issues, problem solving, and completing tasks in an effective and efficient manner.
- You must demonstrate excellent communication skills and be able to really listen to the needs of our clients. An effective Personal Lines Account Manager will drive an excellent client experience through having a service heart, and being humble, conscientious, and optimistic.
- We are looking for a currently licensed Louisiana Property and Casualty license individual or someone with at least two years insurance experience willing to get licensed within 30 days of hire. A Louisiana Life, Accident license is a definite plus
- The mission of the Account Manager is 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.
- Maintain a 93% Premium Retention Rate on the book of business assigned to them.
- Sell at least 25 policies per month with a minimum premium of $40,000 by following our sales process and maintaining a close rate of over 50%
- Identify training needs with assistance from managers. Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly.
- Generate additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business.
- Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps.
- Provide outstanding inbound service on claims, billing questions and endorsements.
- Transfer non-license work to the Account Technician so you can focus on revenue saving or generating activities.
- Be on call for the agencys emergency line as designated monthly.
- Maintain a positive work attitude and participate in our marketing efforts.
- The role of the Personal Lines Account Manager, as is true of all positions at All Saints Insurance, will change over time. There is an expectation that the Personal Lines Account Manager will be able to adjust to these changes in their mission, responsibilities, and procedures.
- All other tasks occasionally or routinely asked of the PL CSA are expected to be completed.
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