Account Management Specialist

6 days ago


Raleigh, North Carolina, United States Oakbridge Insurance Agency LLC Full time
About the Role

Oakbridge Insurance Agency LLC is seeking a highly skilled and experienced Commercial Insurance Sales Representative to join our team. As an Account Management Specialist, you will be responsible for providing exceptional sales support to our producers and delivering first-class customer service to our clients.

Key Responsibilities
  • Client Service
    • Provide excellent customer service to clients, ensuring their needs are met and exceeded.
    • Work with producers to write new business accounts by engaging current clients and identifying new opportunities.
    • Meet account retention goals by developing and implementing effective retention strategies.
    • Create value for clients through our proactive services, including risk management programs and business improvement initiatives.
  • Account Management
    • Assist with retention goals by quantifying our impact on clients and developing strategies to improve client satisfaction.
    • Communicate effectively with producers and clients, ensuring clear and timely communication.
    • Ensure benchmarking is completed for new clients and our impact is quantified annually.
    • Control and coordinate the implementation process of proactive services related to business improvement and hiring.
  • Sales and Business Development
    • Meet directly with clients, either virtually or by phone, to negotiate and sell lines of insurance.
    • Coordinate with producers to develop service timelines and make recommendations.
    • Assist with agency growth goals through lead generation of our currently serviced clients.
  • Administrative and Reporting
    • Ensure Agency procedures are followed, and information is properly documented and maintained.
    • Assist in the development of strong personal relationships with clients and producers.
    • Make proactive, regularly scheduled courtesy service calls to assigned accounts.
    • Quantify and prepare annual reports for clients, showing our work and impact.
Requirements
  • Ability to work with minimum supervision.
  • Property & Casualty Insurance License required.
  • Excellent written and oral communication skills with a respectful and professional 'voice'.
  • Proficient with agency management systems (Bigntion).
  • Strong skills in Microsoft Office.
  • Ability to commit to, utilize, and follow Agency procedures while remaining adaptive and flexible to changing demands in a rapidly growing company.
  • Ability to manage multiple concurrent projects with shifting responsibilities.
  • Ability to travel, occasionally overnight.
Preferred Qualifications
  • 5+ years of commercial insurance or customer service experience in an insurance agency setting.


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