Insurance Account Manager

4 weeks ago


Morris, United States Weichert Full time

Weichert Insurance Agency is seeking a highly skilled Insurance Account Manager to join our team in Morris Plains, NJ.

The ideal candidate will be responsible for providing exceptional customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance.

The position involves facilitating client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion.

Key responsibilities include:

  • Providing superior customer service to improve customer loyalty and retention.
  • Actively introducing additional sales opportunities to current clients to expand the Agency's book of business and increase policy revenue.
  • Assisting members of the dedicated sales/service team as needed.
  • Negotiating with Underwriters and working seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures.
  • Participating in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management.

The ideal candidate will possess a High school diploma or GED, Property and Casualty Insurance License, and a minimum of three (3) years of relevant insurance work experience. They will also have excellent customer service skills, ability to recognize opportunities and refer accordingly for conversion, and proficiency in Microsoft Office suite of products.

Weichert Insurance Agency is an Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.



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