Insurance Account Manager

3 days ago


Boca Raton, Florida, United States Windward Risk Managers Full time

Job Details

Job Title: Account Manager

Location: Corporate Office - Boca Raton, FL

Job Type: Full Time

Education Level: High School

Salary Range: $45,000.00 - $50,000.00 Base+Commission/year

Travel Percentage: Negligible

Job Category: Insurance

Job Description:

The Account Manager will service existing customers and sell new insurance policies.

Key Responsibilities:

* Sell insurance policies to potential and existing customers

* Respond to leads from various sources, including referrals and phone calls

* Understand customer needs, provide quotes, and follow up to bind coverage and close sales

* Provide insurance advice and explanations to customers

* Build trusted customer relationships

* Develop local referral sources and relationships to expand business opportunities

* Manage a book of business, update policy information, handle renewals, and cross-sell new or enhanced coverage

* Ensure customer policies are aligned with customer needs

Requirements:

* Prior customer service experience

* Minimum 2 years' experience in a P&C Insurance account manager role

* FL 220 or 2044 License

* High school diploma, or equivalent

Essential Skills:

* Excellent customer service, communication, and problem-solving skills

* Excellent computer skills, including MS Office (Outlook, Word, Excel, Teams, and PowerPoint)

About Windward Risk Managers:

Windward Risk Managers is a leading provider of insurance solutions. We are committed to delivering exceptional customer service and building long-term relationships with our customers.



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