Insurance Account Manager Lead

7 days ago


Medina, Ohio, United States Bickle Insurance Services Llc Full time
Job Description:

The Insurance Account Manager will advise personal lines clients on insurance coverage that matches their needs, providing a tailored total account solution for each client. This role requires meticulous work, meeting a fast-paced environment and standard process requirements to maintain high client value.

Responsibilities:

  • Manage inbound and outbound client requests as the personal insurance advisor.
  • Identify and communicate opportunities to clients, ensuring seamless relationships.
  • Organize and conduct client meetings when necessary, documenting conversations and updates in Bickle Insurance's agency management systems.
  • Ensure data accuracy in the systems, attending industry-related continuing education training and courses.
  • Perform other duties and projects as required.
Requirements:

This position demands exceptional listening, oral, and written English communication skills. The ideal candidate should build and maintain strong relationships with clients and colleagues alike. Superior customer service and problem-solving skills are essential.

Key Skills:

  • Demonstrated proficiency with computer systems, including Microsoft Office.
  • Able to work in a fast-paced team environment, type 50 words per minute.
  • Proven experience in a customer service role, willing to obtain required licenses and certifications.
Company Overview:

Bickle Insurance Services LLC offers a flexible work environment with an open PTO policy and relaxed office requirements, allowing employees to achieve a healthy work-life balance.

Benefits:

  • We offer a competitive yearly salary of $55,000 - $70,000, commensurate with experience.
  • A comprehensive benefits package, including 401(k), Life and Disability Insurance, and health benefits (for eligible employees).
  • Ongoing skill development in an ever-changing industry, active coaching to support your growth and success.


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