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Personal Lines Insurance Manager

2 months ago

Salt Lake, Utah, United States Anderson Insurance Group Full time
Job Overview

Are you passionate about making a positive impact in people's lives?

At Anderson Insurance Group, we offer more than just employment; we are dedicated to nurturing the development of our team members in their insurance careers and personal endeavors. With compensation packages that exceed industry standards, we focus on cultivating a secure, supportive, and vibrant workplace where our employees can excel. As a third-generation, locally-owned insurance agency, we take pride in being one of the fastest-growing agencies in Utah. Our energetic work environment reflects our dedication to both our clients and the insurance sector. We also provide occasional remote work options.

As an Insurance Account Manager, your key responsibilities will involve overseeing client accounts to guarantee exceptional satisfaction. In our service-oriented and family-like culture, you will play a crucial role in fostering strong client relationships while accessing leadership and opportunities for personal and professional advancement. Together, we strive for excellence in service and continuous agency growth.

Choosing Anderson Insurance Group signifies more than just a job; it represents a unique opportunity for career progression in the insurance field. Embark on a rewarding journey where your skills and dedication are acknowledged, and your professional development is prioritized.


Benefits

Annual Base Salary Based on Experience

Bonus Opportunities

Licensing Assistance

Paid Time Off (PTO)

Work-Life Balance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands-On Training

Professional Work Environment

Mon-Fri Schedule

Remote Work Options


Key Responsibilities
  • Utilize exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
  • Follow up on leads generated from warm leads, referrals, networking, and other sources.
  • Present and explain insurance policy options tailored to client needs and personal objectives.
  • Treat each customer interaction as a cross-sell and up-sell opportunity, including financial products.
  • Utilize various computer systems for daily transactions, process premium payments, review, update, and modify policies, handle claims, and endorsements. This includes Issuing Insurance Documentation (COI, ID cards, etc.).
  • Implement win-back strategies to reconnect with lapsed clients, showcasing the value of our offerings.

Qualifications
  • Property and Casualty License required. A license is not necessary to apply. We will cover 100% of licensing costs.
  • 2+ years of office experience or prior insurance experience is preferred.
  • Exhibit meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
  • Candidate must possess basic computer software knowledge, including proficiency in Microsoft Office Suite. Familiarity with Agency Management System (AMS) is a plus.
  • Ambitious self-starter capable of working independently to achieve targets and prioritize tasks throughout the day.
  • Communicate effectively through written and verbal means, both with clients and team members, to provide clear, concise, and informative responses.
  • Demonstrate professionalism over the phone, in writing, and in the office to foster a positive work environment and ensure effective communication.
  • Fluent in Spanish to effectively engage with a diverse clientele, ensuring all clients receive top-tier service in their preferred language.