Insurance Account Manager
Description
- Competitive salary
- Health insurance
- Paid time off
- 401(k)
- 401(k) matching
- Dental insurance
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Drive growth of the organization by working with independent agents to help them obtain quotes for their clients.
- Cultivate and sustain strong agent relationships, providing exceptional service, timely and accurate quotations, and proactive account support.
- Monitor sales targets and key performance indicators (KPIs), documenting all sales activity in detail. .
- Conducts marketing, negotiates rates, reviews quotes and coverage for competitiveness and accuracy.
- Ensures data integrity and compliance by accurately documenting client files and maintaining the agency management system according to company standards.
- Foster a collaborative team environment, mentoring team members, sharing expertise, and contributing to both formal and informal team meetings.
- Guide and support agent partners through the new business, renewal, and retention process, strengthening long-term relationships.
- Collaborate with carrier partners to understand underwriting guidelines, risk appetites, and to stay current with industry trends.
- Proactively identify opportunities to improve firm processes and bring issues or discrepancies to the attention of appropriate leadership.
- Other duties as assigned.
- Hold the insurance license required by your state and have a minimum of 5 years personal and commercial lines insurance account management 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 existing client base.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- 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.
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.