Insurance Account Manager

7 days ago


Temple City, California, United States ALLSTATE: Sandoval Insurance & Financial Services Inc. Full time

Job Title: Insurance Account Manager

Location:

 

About the Job:

We are seeking an experienced Insurance Account Manager to join our team at ALLSTATE: Sandoval Insurance & Financial Services Inc. As an Insurance Account Manager, you will be responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales.

Key Responsibilities:

  • Maintain and maximize profitable relationships with personal lines clients.

  • Grow the book of business through new client sales.

  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.

  • Actively prospect round accounts and solicit increases in existing client coverage as well as network for new clients, including win backs.

  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.

  • Present policies to insured and educate them on coverages and rates.

  • Maintain CE and participate in ongoing education to continuously improve knowledge and performance.

Requirements:

  • Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.

  • Possess a valid driver's license and a source of reliable transportation.

  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.

  • Have a proven track record of business-to-business sales success.

  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.

  • Estimated Salary: $60,000 - $80,000 per year.



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