Client Relations Account Executive
2 weeks ago
POSITION SUMMARY
Insurefit RM is in search of a detail-oriented and proactive insurance account manager specializing in commercial insurance. This role involves engaging with clients, fostering essential relationships, and managing communications effectively. Key responsibilities include generating new business, facilitating policy modifications, and conducting thorough account evaluations. You will assist clients in understanding their coverage, provide support during claims, and ensure meticulous tracking of all relevant information within our agency management system. This position offers significant opportunities for professional development and advancement.
Key Responsibilities
- Drive sales objectives by acquiring new clients and enhancing services for existing customers.
- Ensure a superior client experience through consistent follow-up and support.
- Manage the issuance of binders, certificates, policies, endorsements, and related documentation.
- Consult with clients to process quotes and manage renewals or necessary updates to their policies.
- Identify potential risks and recommend suitable coverage options.
- Engage regularly with agents to stay informed about industry trends, insurance products, and policy updates.
- Address billing inquiries and resolve related issues.
- Perform additional duties as required.
Qualifications
- Minimum of two years in sales or customer service preferred.
- Ability to excel in making outbound calls.
- Strong networking and relationship-building skills.
- Commitment to integrity with a focus on client interests.
- Exceptional follow-through and communication abilities.
- Strong analytical and problem-solving skills.
- Proficient in Microsoft Office 365.
Benefits
- Retirement Plan
- Health Insurance
- Dental & Vision Insurance
- Disability Insurance
- Life Insurance
- Paid Time Off
- Paid Training
- Agency covers licensing costs
Work Schedule
- Monday to Friday
Supplemental Pay
- Bonus opportunities
Work Location
In-person position.
Working Hours
9:00 AM to 6:00 PM, Monday through Friday.
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