Insurance Account Manager
1 week ago
We are seeking a highly skilled and customer-focused Insurance Account Manager to join our team at Evergreen Insurance Inc. As an Insurance Account Manager, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met, and building strong relationships with our clients and colleagues.
The ideal candidate will have a strong background in the insurance industry, with a Property and Casualty license and at least 2 years of experience working in the field. You will be responsible for quoting, issuing, and servicing new and renewal insurance policies, as well as advising clients on proper coverage and limits.
You will also be responsible for answering incoming calls, responding to client texts and emails, and processing payments. Additionally, you will be responsible for documenting conversations and storing documents in our agency management system.
If you are a team player with excellent communication skills, a positive attitude, and a strong desire to help others, we encourage you to apply for this exciting opportunity.
Responsibilities- Quote, issue, and service new and renewal insurance policies for auto, home, umbrella, and other types of insurance.
- Assist producers with quoting and servicing existing clients and potential new clients.
- Advise clients of proper coverage and limits.
- Answer incoming calls and respond to client texts and emails in a timely manner.
- Process payments and handle billing issues.
- Document conversations and store documents in our agency management system.
- Listen to client issues, concerns, and problems, and work with them to find a solution.
- Property and Casualty license for at least 2 years.
- At least 2 years of experience working in the insurance industry.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
- Computer literate and proficient in Microsoft Word, Excel, and Outlook.
- Strong analytical and problem-solving skills.
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