Insurance Account Manager

2 months ago

Plymouth Meeting, Pennsylvania, United States Allstate Insurance Agency - Rajesh Khullar Full time
Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at Allstate Insurance Agency - Rajesh Khullar. As an Insurance Account Manager, you will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism.

Key Responsibilities
  • Customer Service: Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
  • Prospecting and Sales: Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Policy Management: Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Customer Communication: Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Upselling and Cross-Selling: Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Issue Resolution: Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
  • Record Keeping: Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Requirements
  • Insurance License: Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience as well as hold a Bachelors Degree or comparable work experience.
  • Insurance Knowledge: Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Customer Focus: Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
  • Problem-Solving: Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Time Management: Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology Proficiency: Technology and Computer proficiency including agency management systems.

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