Insurance Account Manager

4 weeks ago


Humble, Texas, United States Lee Insurance Agency, Inc. Full time
Job Summary

We are seeking a highly skilled Personal Lines Insurance Account Manager to join our team at Lee Insurance Agency, Inc. The ideal candidate will have a strong understanding of insurance products, excellent communication skills, and a positive attitude.

Key Responsibilities
  • Provide exceptional service to existing clients, including policy updates, quotes, and payment processing.
  • Address customer inquiries and concerns regarding new or existing insurance policies.
  • Collaborate with new clients to understand their needs, gather data, and research policy options.
  • Schedule appointments to review existing policies, assess liability limits, and explore additional coverage needs.
  • Engage with customers to discuss products and services, quote new business, and process renewals or cancellations.
  • Resolve product or service issues by identifying concerns, determining the cause, and explaining optimal solutions.
  • Maintain accurate records of customer interactions and transactions in the agency management system.
  • Collaborate with team members, mentor staff, and participate in formal and informal meetings as needed.
Requirements
  • Dependable, honest, punctual, and reliable with a strong work ethic.
  • Positive and energetic attitude.
  • TX Property and Casualty insurance license or 2 years of experience in a professional office environment.
  • Well-organized with the ability to manage multiple priorities within specified timelines.
  • Proficient in Microsoft Office programs, including Outlook and Excel.
  • Excellent written and oral communication skills for various audiences.
  • Strong problem-solving skills and attention to detail.
  • Ability to handle customer complaints with composure and aim for a positive customer experience.
  • Demonstrates empathy, patience, and forges strong interpersonal relationships.
  • Possesses a sense of urgency, excellent time management, and follow-up skills.
  • Displays a strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.


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