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Client Relationship Manager

2 months ago

Bethesda, Maryland, United States David Munson Agency Full time
Job Overview

Position: Account Manager

The David Munson Agency is in search of a dedicated Account Manager to enhance our high-performing team. In this role, you will focus on delivering exceptional results by guiding clients through their property, casualty, life, and health insurance options.

We seek motivated individuals who strive for excellence and are eager to achieve financial success. Our dynamic work environment is fast-paced, energetic, and results-oriented.

Prior experience in the insurance sector is not a prerequisite. We provide comprehensive training and resources to ensure you are well-equipped to excel in your role.

Your primary objective will be to prioritize the best interests of clients, ensuring they receive the protection they need. If you are interested in a fulfilling career within a supportive and high-achieving team, we would love to hear from you.


Compensation:
60K - 100K+

Key Responsibilities:
  • Meet performance targets by securing new property and casualty insurance policies from leads supplied by the agency.
  • Consistently adhere to the Agency Process with all client interactions.
  • Manage a pipeline within the CRM, ensuring timely follow-ups with all clients.
  • Conduct accurate underwriting assessments.
  • Ensure all necessary documentation is received and electronically signed by clients who have purchased insurance.
  • Exhibit knowledge and proficiency regarding new products and regulations within the industry.