Insurance Account Manager

2 weeks ago

FuquayVarina, United States Insurance Solutions Group Full time
Job Description

About Us:

At Insurance Solutions Group, we are a thriving and well-established insurance agency with a strong presence in the industry. As an independent agency, we have the unique advantage of representing top-tier carriers, ensuring that we can offer our clients a wide range of comprehensive insurance solutions.

Our Mission:

We value the trust our clients place in us and strive to exceed their expectations by delivering personalized and attentive support. Our team thrives in a fast-paced and collaborative atmosphere, working together to ensure that our clients receive prompt and efficient service, creating a seamless experience for them.

Our Values:

We believe in fostering a team environment where everyone's contributions are valued and recognized. We take pride in the meaningful work we do, helping individuals and businesses protect what matters most to them. Our team members have the opportunity to grow both personally and professionally, with ongoing training and development programs that promote continuous learning and advancement.

Job Summary:

We are actively seeking a motivated and determined individual to join our team as an Insurance Account Manager. In this role, you will be responsible for proactively developing and expanding your book of business. To excel in this role, it is crucial to provide excellent customer service and consistently follow up to drive sales.

Responsibilities:

  • Advise clients on suitable insurance policies depending on their needs and objectives. Negotiate deals and close sales effectively.
  • Nurture strong customer relationships and aim to increase client retention and product loyalty.
  • Ensure consistent communication with clients to address their needs and concerns.
  • Promptly communicate with leads obtained from referrals, networking, and other sources.
  • Consistently seek out opportunities for cross-selling and account rounding.
  • Handle confidential information with discretion and follow established protocols.
  • Utilize various computer systems for daily transactions, such as updating policies.
  • Develop and implement effective sales strategies to achieve business growth and meet sales targets.

Requirements:

  • Must have a high school diploma or equivalency. An associate's degree or bachelor's degree is a plus.
  • North Carolina Property and Casualty License Required.
  • 2+ years of insurance experience required.
  • Proficient with Agency Management Systems (AMS) and Microsoft Office Suite.
  • Experience working in an office environment, using a multiline phone system, and utilizing computer software. Proficient typing/data entry skills.
  • Show professionalism in all aspects of communication - verbal, written, or in-person - to maintain a positive working atmosphere and promote efficient communication.
  • Ability to effectively collaborate with other members of the team.
  • Able to problem-solve independently.

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