P&C Insurance Account Manager
3 weeks ago
Job Description
Job Description The
Account Manager
at local independent business insurance agency is responsible for maintaining and maximizing profitable relationships with commercial clients.
Benefits/Perks:
No evening, weekend or holiday hours
Competitive paid time off
Excellent pay
Leading bonus opportunities
Employee appreciation events
Retirement plan
Health insurance
Professional development focus
Opportunities for advancement
Responsibilities
Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively partner, network, and plan for new clients and business opportunities.
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Support and prepare clients for renewal and retention and maintain strong client relationships.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Review client audits, verify and facilitate corrections as needed and maintain A/R and billing
Qualifications
Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience, as well as a Bachelors Degree or comparable work experience.
Possess a valid drivers license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
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