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Insurance Account Manager

2 months ago

Grand Rapids, Michigan, United States West Partnership Full time
Multi-Line Insurance Sales Producer

The Multi-Line Insurance Sales Producer plays a crucial role in nurturing and enhancing profitable relationships with both personal and commercial line clients. This position focuses on expanding the business portfolio through the acquisition of new clients.

Benefits/Perks:
  • Attractive Compensation
  • Opportunities for Professional Growth
  • Job Security in an Expanding Sector
Key Responsibilities:
  • Identify, assess, and cultivate personal insurance prospects with both new and existing clients through various communication channels including in-person meetings, online interactions, phone calls, and written correspondence.
  • Build and sustain exceptional relationships with clients and prospects through consistent follow-ups, precise and timely quotations, and comprehensive account support. Proactively address and respond to all client needs.
  • Engage in proactive account management, seeking opportunities to enhance existing client coverage while also networking for new clients.
  • Secure optimal coverage and rates for clients, process quotes, and finalize insurance agreements; follow up as needed with inspections, documentation, and client education on policy details.
  • Assist clients in preparation for renewals and retention efforts, ensuring robust client relationships. Monitor and report on key performance metrics to meet sales objectives and maintain accurate sales activity records.
  • Collaborate with team members, provide mentorship, share expertise, and participate in meetings as required.
  • Stay current with continuing education requirements and industry developments, including new products, regulations, and technological advancements to enhance knowledge and performance.
Qualifications:
  • Possess the necessary insurance license as mandated by state regulations and have a minimum of two years of sales experience, along with a bachelor's degree or equivalent professional experience.
  • Hold a valid driver's license and have access to reliable transportation.
  • Exhibit a strong understanding of insurance products, rating and underwriting processes, coverage options, and industry practices to effectively generate new business and manage existing client relationships.
  • Demonstrate a successful track record in business-to-business sales, with strong skills in presentation, persuasion, and negotiation.
  • Be client-oriented, focused on customer satisfaction, and assertive in building new client relationships while servicing current clients.
  • Possess excellent organizational skills, capable of managing complex tasks independently, with sound judgment and strong decision-making abilities.
  • Exhibit superior written and verbal communication skills, effective time management, and thrive in a collaborative team environment. Proficiency in technology and computer systems, including agency management software, is essential.