Account Manager Lead - Commercial P&C Insurance

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Identifies new leads and gathers the necessary information for submissions;
Develops, presents and sells new business proposals to appropriate prospects;
Gathers necessary information; develops, delivers and sells renewal proposals;
Performs periodic service calls on all accounts and provides or coordinates customer service as requested;
Sells additional coverage to existing customers;
Facilitates joint sales calls and the sharing of lead information among departmental members;
Attends and actively participates in regular sales meetings;
Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
Achieves educational and professional development goals established by agency management;
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

One or more year of insurance industry experience; PEO experience preferred
Valid insurance license
Must continue to meet Continuing Education requirements

SKILLS

Excellent verbal and written communication skills
Excellent presentation and counseling skills
Ability to work within a team and to foster teamwork
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Proficient in Microsoft Office products