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Insurance Account Manager

2 months ago


Virginia Beach, Virginia, United States Choice Financial Group Full time
Job Overview

Choice Financial Group LLC is a rapidly growing financial services company seeking a highly skilled and experienced Personal Lines Insurance Account Manager to join our team. As a key member of our organization, you will be responsible for establishing and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their needs and preferences to provide tailored insurance solutions.
  • Insurance Product Expertise: Possess in-depth knowledge of personal lines insurance products, including property and casualty insurance, to effectively advise clients and make informed recommendations.
  • Business Development: Identify opportunities to grow the business, develop new relationships, and increase revenue through strategic sales and marketing efforts.
  • Account Management: Manage a portfolio of clients, ensuring timely and accurate processing of insurance applications, renewals, and changes.
  • Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills to effectively interact with clients, colleagues, and other stakeholders.
Requirements
  • Experience: 5+ years of experience as a Personal Lines Service Agent or Account Manager.
  • Licenses and Certifications: Active Property and Casualty License.
  • Education: High School Diploma required, Associate or Bachelor degree for advancement.
Preferred Skills
  • Technical Skills: Proficient in Microsoft Office, including Outlook, Word, and Excel.
  • Industry Knowledge: Knowledge of insurance products, rating procedures, and industry operations.
  • Soft Skills: Excellent interpersonal and communication skills, with the ability to work in a fast-paced environment.
Benefits
  • Compensation and Benefits: Competitive salary, commission, and bonus structure, as well as employee health benefits, 401K retirement plan, and employer-paid group life insurance.
  • Professional Development: Opportunities for advancement and professional growth within the company.