Insurance Account Manager

2 weeks ago


Fairview, Oklahoma, United States Combined Agents of America Full time
Account Manager Job Description

The Account Manager at Combined Agents of America is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Key Responsibilities:
  • Identify, qualify, and develop commercial insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • 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 quickly, accurately, and professionally.
  • 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 personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
  • Possess a valid driver's 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.

Compensation: $20.00 per hour

Your future as an Independent Insurance Agent starts here. Working with a CAA member agency is a great career choice. CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions, so there is a good chance that there is a job opening near you. With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day. Is this career right for you?



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