Personal Account Manager

1 month ago


Valhalla, United States ASZ International, Inc. Full time
Job DescriptionJob Description

We are seeking a Personal Lines Account Manager to join our team You will be responsible for overseeing the current personal lines customers service needs and managing the prospecting pipeline.

Responsibilities: Manage an existing book of 200+ personal clients (with the potential to take on more clients) in their needs: • ID Cards, Binders, Claims, Billing, Changes & general inquiries • Prospect & present products and services to new and existing customers • Applications, Quotes, Proposals • Resolve customer inquiries and complaints • Marketing renewal risks • Check issued policies and changes for accuracy • Deliver outstanding customer service to every client and troubleshoot problems as they arise. • Create positive synergy and pursue cross-selling opportunities to meet revenue growth targets. • Demonstrate the ability to manage a sales and support staff team. • Demonstrate proficiency in the products and markets and promoting ASZ's competitive differentiation, including mastering the use of ASZ's templates. • Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer. • Systematically use CRM to support service and sales processes, including input of accurate and timely information relative to clients and prospects. • Attend and actively participate in ASZ's training sessions. • Positively and proactively represent ASZ in meetings, seminars, trade shows and networking events. • Work collaboratively with the management team and national/regional resources to maximize results.

Knowledge/Skills: • 3-5 years of experience in insurance brokerage, carrier, or related business • Must be a personable, highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals. • Superior written and verbal communication and presentation skills. • Excellent organization and follow-up skills. • Excellent listening skills with a strong customer focus. • Good teamwork skills with an ability to work with minimum supervision. • Understand and commit to mutual objectives of the Select Commercial Insurance Practice and Regional Office. • Ability to work with senior-level management and have a top-level executive presence. • College degree preferred. Current insurance licensing is REQUIRED.



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