Insurance Account Manager
3 weeks ago
Job Summary
We are seeking a highly skilled Insurance Account Manager to join our team at NAPAA. As a key member of our sales team, you will be responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales.
Key Responsibilities
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Present policies to insured and educate them on coverages and rates.
- Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Requirements
- Hold the insurance license required by your state.
- Have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
- Have a proven track record of business to business sales success.
- Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
About NAPAA
NAPAA member agents are among the best there are. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are.
Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency.
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