Personal Lines Insurance Manager

1 week ago

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

Are you passionate about making a positive impact in the lives of others?

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

As an Insurance Account Manager, your key responsibilities will involve overseeing client accounts to guarantee outstanding satisfaction. Within our service-oriented and family-like environment, you will play a crucial role in fostering strong client relationships while benefiting from leadership access and opportunities for both personal and professional advancement. Embrace the chance to deliver exceptional service and contribute to the continuous growth of our agency.

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

Competitive Annual Salary Based on Experience

Incentive Opportunities

Support for Licensing

Paid Time Off (PTO)

Work-Life Harmony

Evenings and Weekends Off

Paid Holidays

Career Advancement Opportunities

Professional Growth

Mentorship Programs

Continuing Education Support

Ongoing Training Workshops

Hands-On Training

Professional Work Environment

Monday to Friday Schedule

Remote Work Options


Key Responsibilities
  • Utilize exceptional relationship-building skills to establish trust with clients and ensure retention and loyalty.
  • Follow up on leads generated from referrals, networking, and other sources.
  • Present and clarify insurance policy options tailored to client needs and objectives.
  • Treat each customer interaction as a cross-sell and up-sell opportunity, including financial products.
  • Employ 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 strategies to re-engage with lapsed clients, showcasing the value of our offerings.

Qualifications
  • Property and Casualty License required. Licensing is not a prerequisite 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 information 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.
  • Self-motivated individual who can work independently to achieve targets and prioritize tasks effectively.
  • Communicate clearly and effectively through written and verbal means with clients and team members to provide concise and informative responses.
  • Demonstrate professionalism in all communications to foster a positive work environment and ensure effective interactions.
  • Fluency in Spanish is essential to communicate effectively with a diverse clientele, ensuring all clients receive exceptional service in their preferred language.

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