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Personal Insurance Account Manager

2 months ago

Gilbert, United States Insurance Brokers of Arizona Full time

Insurance Brokers of Arizona
- _Insurance Brokers of Arizona provides financial protection by presenting insurance products from top-rated carriers while providing superior service, maintaining flexibility, and adapt accordingly with the changing needs of our customers, carriers, and industry._
- _Our vision is to become the trusted insurance experts for individuals and families in the communities that we serve._
- _Our mission is to contribute to the insurance industry with the utmost ethics and integrity, while creating lasting relationships throughout the customer experience._
- _Our agency has won many awards including:_
- _Best of Gilbert - 2014, 2015, 2016, 2017, 2018, 2019, 2020_
- _Insurtech Pioneer Award_
- _Phoenix 5 Star Home/Auto Insurance Professionals Award 2015, 2016_
- _Top Insurance Agency in Arizona with nearly 1500 5-Star Google Reviews_

**Responsibilities**:

- To include but not limited to:_
- Work well within a team environment.
- Service personal insurance clients accounts including making policy changes, document requests, handling billing questions, assisting clients with audits & assisting clients with claims.
- Able to cross-sell or pivot to other lines of insurance that are in the best interest of the client(s).
- Work with Insurance Carriers and Insurance Underwriters daily with new and renewal insurance policies.
- Update/Maintain Agency Management Software with all account documents, conversations and any other pertinent information

**Qualifications**
- Able to understand, review, consult, and communicate insurance related products to prospecting customers.
- Self-reliant, unwavering dedication, and willingness to improve on a day-to-day basis
- Bi-Lingual is a plus
- Property/Casualty License
- Proficient in MS Word/Excel/Outlook, comfortable with insurance-related technology
- Previous working experience in an independent insurance agency (preferred)
- Ability to handle a variety of tasks simultaneously
- Strong communication skills, both written and verbal

**Benefits**
- Flex schedule with the opportunity to work from home (based on experience)
- Continuing Education and License renewals paid by Agency
- Group Health Plan paid by Agency
- 24/7 TeleDoc paid by Agency
- Voluntary Ancillary products - Vision, Dental and entire AFLAC suite of products.
- Costco Membership paid by Agency
- 401k match up to 3%
- Birthday off every year

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