Senior Account Manager

2 weeks ago


Rochester, United States Choice Financial Group Full time

CHOICE FINANCIAL GROUP LLC is an EEO employer - M/F/Vets/Disabled

Position Overview:

BernierInsurance is an independent agency withover 40 years of success. It prides itself on community connection and customerservice. Our Team acts as trusted advisors to help create solutions for ourclients. We strive to provide the right coverage at the best price whilefocusing on new business growth, client retention, superior customer service,and our communities.

We seek a dynamic, professional,solutions-focused Licensed Senior Account Manager to join our PersonalLines Team The Senior Account Manager's primary role is to provideexceptional service to our clients, seek opportunities to grow business, be apeer to team members, and support a positive work culture.

Are you an experienced insurance veteran looking for a change of scenery? Great, your base salary will be between $50,000 and $55,000, withadditional commissions and bonuses. Hybrid opportunities areavailable based on experience and after initial onboarding.

PrimaryResponsibilities & Essential Functions

  • Demonstrate active listening, rapport building, empathy, and solutions-focused problem solving when engaging with customers
  • Creating, advising, and providing professional, personalized insurance proposals based on the needs of the client
  • Effectively identifying other needs in client conversations so we can connect with our different departments to assist (i.e., Life, Benefits, Business)
  • Identifying claims situations and addressing them with empathy, urgency, and solutions-focused problem-solving for our clients
  • Awareness of workflow, policies, and procedures, maintaining activity notations in compliance with agency procedures, as well as increasing job-specific knowledge
Requirements:
  • Licensed in Property & Casualty Insurance
  • Prior experience in a Personal Lines Insurance role, Independent Agency experience a plus
  • Working knowledge of all personal lines insurance, insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes/regulations
  • Working experience with Applied Epic a plus
  • Exceptional interpersonal skillsself-managed, proactive, ability to multi-task, organized, emotional intelligence and self-awareness, team player
  • Friendly, cheerful, helpful, client-focused, and professional attitude with the ability to maintain professionalism and positivity in a fast-paced environment
Benefits:
  • Annual Base Salary + Commission
  • Remote Work (Hybrid)
  • Health Benefits (medical, dental, vision)
  • 401k Retirement Plan
  • Employer-paid Group Life Insurance
  • Paid Time off
  • Paid Holidays
  • Paid Bereavement
  • Gym Membership Reimbursement
  • Employee Referral Bonus

Please visit our careers page to see more job opportunities.

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