Insurance Account Manager
2 days ago
Lakeview Insurance Agency is a leading independent insurance agency offering a comprehensive suite of insurance solutions to protect our clients from the unexpected.
We don't just sell insurance. We work closely with clients to help them make informed decisions about their protection and future.
We are a family business that treats our staff with courtesy, respect, and empowerment.
Job Summary:The Insurance Account Manager is accountable for building and maintaining relationships with clients and carrier representatives while providing outstanding customer service.
This role requires good judgment in various situations and a positive outlook and growth-minded spirit.
Responsibilities:- Servicing of assigned accounts based on agency best practices
- Maintaining a high level of client service and satisfaction
- Marketing and placement of assigned new business submissions and renewal accounts
- Achieving department account new business sales and retention goals through proactive account rounding, up-selling, and extraordinary client service
- Skilled communication, sound decision-making, and self-reliance are necessary attributes of day-to-day activities
Two-year associate college degree required; four-year college degree preferred
Experience and expertise with technology and skilled in Adobe Pro, Word, Excel, Outlook, and operation of phone systems
Excellent time management and organizational capabilities
Advanced verbal and written communication skills
Desire to acquire and maintain a thorough knowledge of the insurance industry products and practices
A high degree of self-motivation and self-direction
Knowledge of brokerage operations including claims handling, procedures, rating, agency management system, and applicable insurance laws
Familiarity with risk assessment and risk management techniques
Benefits:Competitive salary commensurate with experience
Opportunity for bonus and incentives based on performance
Opportunity for growth within the company
Major Medical Insurance
Short-term and Long-term Disability Insurance
Voluntary Life, Vision, and Dental Insurance
Paid Holidays
Retirement Savings Account
Company events
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