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Insurance Account Manager

2 months ago

Richmond, Virginia, United States Big I Kentucky Full time
Account Manager Job Description

We are seeking a highly motivated and customer-focused Account Manager to join our team at Big I Kentucky. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and identifying new business opportunities.

Key Responsibilities:
  • Identify and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and 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 and win backs.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; present policies to insured and educate them on coverages and rates.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Compile data and verify accuracy, cooperate in gathering all information needed for new quotes and renewal remarketing quotes.
  • Remarketing accounts as necessary, marketing new accounts.
  • Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system.
  • 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 a KY property and casualty insurance license; minimum of two years personal lines insurance account management experience preferred.
  • Possess a valid driver's license and a source of reliable transportation.
  • 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 sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • 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.
  • Advanced computer skills including Microsoft Word, Excel, Internet Explorer, Google Chrome, and willingness to learn agency management system and electronic signature platform. Preference given to those with experience using Applied Systems.
Benefits:
  • Competitive Pay with benefits.
  • Professional Development.
  • Job Stability in a growing industry.