Insurance Account Manager

4 weeks ago


Edmond, Oklahoma, United States Michelle Early Farmers Insurance Full time
Job Description

Michelle Early Farmers Insurance in Edmond, Oklahoma, is seeking an experienced and committed individual to fill the role of a Full-Time Account Manager. In this position, you will be responsible for managing accounts to maintain strong business relationships and ensure customer satisfaction. You will play a vital role in managing and growing our customer base. To be successful in this role, you must have excellent customer service skills and be committed to providing customers with the best experience. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role.


Responsibilities

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Process customer policy change requests.

Handle all incoming claim calls from customers and follow-up.

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Complete Evidence of Insurance requests.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Prospecting and generating new business through leads & referral sources.

Generating insurance quotes.

Provide exceptional customer service and support.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Provides on-going support to insurance clients as needed.


Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Proficiency to multi-task, follow-thru and follow-up.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Must be highly self-motivated.

Professional phone etiquette.

Exceptional Business Writing and Editing Skills.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is preferred.

A Life & Health Insurance license is preferred.



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