Insurance Account Manager

24 hours ago


Bethesda, Maryland, United States David Munson Agency Full time
Job Overview

At the David Munson Agency, we are seeking a highly motivated and results-driven Account Manager to join our top-performing team. As an Account Manager, you will be responsible for generating results through advising prospects on property, casualty, life, and health insurance.

We are looking for self-driven individuals who are A-players and want to make a great living. Our work environment is fast-paced, upbeat, and results-driven. Experience in the industry is not necessary, as we provide top-notch training and resources to help you get up to speed.

Your main goal will always be to put the prospect's best interest first in order to properly protect them. If you are looking for a career on a high-performing team that cares about people, we want to talk to you.

Responsibilities
  • Achieve goals and measurables by writing new property and casualty insurance from leads provided by the agency.
  • Ensure that the Agency Process is followed on a consistent basis with all prospects.
  • Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
  • Responsible for accurate underwriting.
  • Ensure all documents are received and e-signed by prospects that have purchased insurance.
  • Demonstrate competency and knowledge of new products & rules for our industry.


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