Insurance Account Manager

2 days ago


Chicago, Illinois, United States Lakeview Insurance Agency Full time
Job Title: Insurance Account Manager

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
Qualifications & Education:

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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