Account Manager Lead - Employee Benefits Small-Mid size

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

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