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Client Relationship Manager

2 months ago

Bethesda, Maryland, United States David Munson Agency Full time
Job Overview

Position: Account Manager

The David Munson Agency is on the lookout for a dedicated Account Manager to enhance our high-performing team. In this role, you will focus on delivering exceptional results by guiding clients through their property, casualty, life, and health insurance options.

We seek motivated individuals who are top performers and aspire to achieve significant financial success. Our dynamic work environment is characterized by a fast-paced, positive atmosphere that prioritizes results.

No prior experience in the insurance sector is required. We provide comprehensive training and resources to ensure you are well-equipped to excel in your role.

Your primary objective will be to prioritize the best interests of clients, ensuring they receive the protection they need. If you are interested in a rewarding career within a supportive and high-achieving team, we encourage you to explore this opportunity.


Compensation:
60K - 100K+

Key Responsibilities:
  • Meet and exceed targets by securing new property and casualty insurance from leads supplied by the agency.
  • Consistently adhere to the Agency Process with all potential clients.
  • Manage a sales pipeline in the CRM and follow up with all prospects in a timely manner.
  • Conduct accurate underwriting.
  • Ensure all necessary documents are collected and electronically signed by clients who have opted for insurance.
  • Exhibit proficiency and understanding of new products and regulations within the industry.