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Insurance Account Manager

2 months ago

Covington, Tennessee, United States Elizabeth Rook Insurance, LLC Full time
Job Opportunity at Elizabeth Rook Insurance, LLC

We are seeking a highly skilled and dedicated Insurance Account Manager to join our team at Elizabeth Rook Insurance, LLC. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing personalized insurance recommendations, and managing client inquiries and policy changes.

Key Responsibilities:
  • Develop and maintain strong relationships with clients through proactive communication and follow-up.
  • Provide personalized insurance recommendations and quotes based on clients' individual circumstances and preferences.
  • Manage client inquiries, policy changes, and claims processing with professionalism and efficiency.
  • Communicate effectively with team members, clients, and insurance carriers to ensure seamless service delivery.
  • Meet or exceed goals to contribute to the agency's growth and team's success while maintaining a focus on individual performance and development.
  • Maintain a positive work environment by promoting teamwork, respect, and camaraderie among team members.
  • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing information about insurance products and services.
  • Stay up-to-date on insurance laws, regulations, and industry trends to ensure compliance with state regulations and ethical standards.
  • Adhere to agency policies and procedures, as well as industry best practices, in all client interactions and sales activities.
Requirements:
  • Previous insurance sales, customer service, or related field experience preferred.
  • Strong dedication to professionalism, meeting client needs, and delivering exceptional service.
  • Self-motivated with excellent problem-solving abilities.
  • Ability to work independently and as a part of a team in a fast-paced environment.
  • Detail-Oriented to ensure accuracy in policy administration and client interactions.
  • Strong organizational skills with the ability to prioritize tasks, manage time effectively, and handle multiple responsibilities simultaneously.
  • Excellent people and communication skills - orally, verbally and listening.
  • Proficiency in using computer systems and insurance agency management software.
  • Valid insurance license or ability to obtain them within 60 days. (Property, Casualty, Life, and Health) Reimbursement of all fees after license is active.
  • Must be willing to undergo a pre-employment background screening.