Insurance Account Manager

4 weeks ago


Salt Lake, Utah, United States Anderson Insurance Group Full time
Job Title: Personal Lines Insurance Account Manager

About the Role:

As a Personal Lines Insurance Account Manager at Anderson Insurance Group, you will play a vital role in maintaining strong client relationships and ensuring exceptional satisfaction. Your primary responsibilities will include managing client accounts, reviewing policies, and implementing win-back strategies to re-engage with lapsed clients.

Key Responsibilities:

* Use 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 lead sources.
* Presents and explains insurance policy options based on client needs and personal goals.
* Treat each customer contact as a cross and up-sell opportunity including financial products.
* Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.

Requirements:

* Property and Casualty License required. We will pay 100% for licensing.
* 2+ years of office experience or previous insurance experience is preferred.
* Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
* Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a bonus.
* Ambitious self-starter who can work independently to hit 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 create a positive work environment and ensure effective communication.
* Fluent in Spanish to effectively communicate with a diverse clientele, ensuring all clients receive top-tier service in their preferred language.

About Us:

At Anderson Insurance Group, we prioritize creating a safe, kind, and enthusiastic work environment where employees can thrive. We offer salaries above industry averages, work-life balance, and opportunities for personal and professional growth. If you're ready to elevate your career, apply today for the position of Personal Lines Insurance Account Manager at Anderson Insurance Group.

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