Evelyn was kind, patient, and explained everything very simply to me. She helped me switch insurances and made it so painless! I would recommend her to anyone!
Evelyn was kind, patient, and explained everything very simply to me. She helped me switch insurances and made it so painless! I would recommend her to anyone!
We are seeking an Insurance Account Manager to join our new office. You will be responsible for expanding the company’s book of business by selling various types of insurance policies to new and existing clients.
Responsibilities:
• Present and sell insurance policies to new and existing clients
• Develop and calculate suitable plans based on clients’ needs
• Make sales calls, answer customer calls, and offer solutions to customer questions, by educating customers on products and services.
• Comply with insurance standards and regulations
Qualifications:
• Previous experience in insurance, customer service, or other related fields
• Ability to build rapport with clients
• Strong negotiation skills
• Excellent written and verbal communication skills
• Ability to prioritize and multitask
• Dedicated to customer service
Education and/or Experience
Must hold a General Lines Property and Casualty License.
What we offer:
• Fully paid benefits
• Paid CE Classes
• Marketing staff to assist when needed
• Bonuses
Summary: Quote, sell, and service insurance products, as per customer requests.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
– Selling new business and upselling existing business.
– Making sales calls, answering customer calls, and offering solutions to customer questions, by taking time to educate customers on products and services.
– Research and learn policy coverage, underwriting guidelines and eligibility provisions for each company.
– Perform all responsibilities and achieve individual goals on quality, time, and client satisfaction. Which may include quoting, and selling policies, processing payments, taking claims information, following through with client requests and properly documenting all information.
Qualifications
To perform this job successfully, an individual must be able to multi-task, and perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Must hold a General Lines Property and Casualty License &/or General Lines Life and Health License or obtain within 30 days of hire, and have a High School Diploma or Equivalent
Knowledge/Skills
• Detail oriented with the ability to multi-task, work in a team environment and be flexible to daily changing needs and job duties.
• Must possess strong analytical, and interpretive skills, with the ability to troubleshoot, problem solve, and analyze customer needs.
• Excellent oral, written and interpersonal communication skills.
• Must be dedicated to quality, highly organized and efficient.
• Must practice concise and accurate documentation.
• Strong customer service skills and focus.
• Excellent and energetic on the phone.
• Dedicated to customer service
Computer Skills
PC literate, including Microsoft Office products.
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Summary: Quote, sell, and service insurance products, as per customer requests.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
– Selling new business and upselling existing business.
– Making sales calls, answering customer calls, and offering solutions to customer questions, by taking time to educate customers on products and services.
– Research and learn policy coverage, underwriting guidelines and eligibility provisions for each company.
– Perform all responsibilities and achieve individual goals on quality, time, and client satisfaction. Which may include quoting, and selling policies, processing payments, taking claims information, following through with client requests and properly documenting all information.
Qualifications
To perform this job successfully, an individual must be able to multi-task, and perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Must hold a General Lines Property and Casualty License &/or General Lines Life and Health License or obtain within 30 days of hire, and have a High School Diploma or Equivalent
Knowledge/Skills
• Detail oriented with the ability to multi-task, work in a team environment and be flexible to daily changing needs and job duties.
• Must possess strong analytical, and interpretive skills, with the ability to troubleshoot, problem solve, and analyze customer needs.
• Excellent oral, written and interpersonal communication skills.
• Must be dedicated to quality, highly organized and efficient.
• Must practice concise and accurate documentation.
• Strong customer service skills and focus.
• Excellent and energetic on the phone.
• Dedicated to customer service
Computer Skills
PC literate, including Microsoft Office products.
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