Insurance Commercial Account Manager
4 weeks ago
Job Summary
We are seeking a highly skilled Insurance Commercial Account Manager to join our team at Charles M Moore Insurance Agency. As an Insurance Commercial Account Manager, you will play a vital role in building and maintaining strong relationships with our clients, providing them with exceptional service and support.
Key Responsibilities
* Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
* Treat each customer contact as a cross and up-sell opportunity including financial products.
* Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
* Issue Insurance Documentation (COI, ID cards, etc.)
* Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Requirements
* Insurance License Paid in Full by Employer.
* 1+ years of customer-facing service experience (e.g.: luxury retail sales, hospitality, and banking). Insurance experience is a BONUS.
* Candidate must have a High School Diploma or College Degree.
* Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
* Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
* Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite.
* Tactfully handle stressful and difficult situations with empathy.
* Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
Benefits
* Annual Base Salary Based on Experience
* Bonus Opportunities
* Licensing Assistance
* Evenings Off
* Weekends Off
* Holidays Off
* Paid Holidays
* 401k Plan
* Career Growth Opportunities
* Professional Development
* Advancement Opportunities
* Continuing Education Opportunities
* Hands-On Training
* Professional Work Environment
* Retirement Benefits
* Healthcare Spending Account
* Office Snacks and Coffee
* Paid Sick Leave
* Wellness Benefits
* Dental Insurance
* Vision Insurance
* Disability Insurance
* Supplemental Insurance
* Mon-Fri Schedule
* Health Insurance
* Life Insurance
* Paid Time Off (PTO)
* Retirement Plan
* Parental Leave
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