Insurance Account Manager Lead
7 days ago
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.
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.
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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