Overview

Job description

Summary
The Agency Account Manager works to maximize positive customer experiences by quickly responding to and resolving customer policy and account-related inquiries. Communicate with customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts, while effectively identifying the need for and cross-selling additional products.
Core job duties include (but are not limited to):

Establish customer requirements and expectations in order to help the customer identify their specific product needs.
Cross-sell/up-sell appropriate products to existing customers as needed.
Solicit, sell, and negotiate new business policies.
Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
Ensure policies sold and managed in the agency meet the underwriting principals of the Underwriting Quality Index (UQI).
Understand the claims process and act as a liaison between the claims adjuster, client and claimant.

Core Competencies
Principled – Ethical, honest and enthusiastic.
Drive and Productivity – Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
Communication – Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.
Innovation – Welcomes innovation and improvement recommendations.
Team Work – Welcomes feedback when offered and works well with others.
Preferred Skills and Abilities

Candidate must be able to pass state property/casualty and life insurance licensing or currently hold licenses. Pre-licensed with sales experience HIGHLY desired.

Previous customer service experience in a high-traffic field preferred.
Experience with Microsoft Office Suite and general Windows OS Navigation.
Strong analytical and conflict resolution skills.
Desire for personal growth.
Likes to have fun and thrives in a positive work environment!

Benefits

Paid holidays a year ( New Year’s Day, Labor Day, July 4th, Memorial Day, Thanksgiving, day after Thanksgiving, half-day Christmas Eve, Christmas Day ).
10 Days Paid time off.
Health insurance stipend.
Candidates are reimbursed for licensing fees if not previously licensed already. (paid after 90 days)

Benefit Conditions:

Waiting period may apply
Only full-time employees eligible

Work Remotely

No. Preferred candidate will have a desk in the agency.
Can be accommodated on an “as needed” temporary basis.

Job Type: Full-time

Tagged as: Full-Time, Sales & Marketing

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About Adam Thompson Insurance Agency

Job description

Summary
The Agency Account Manager works to maximize positive customer experiences by quickly responding to and resolving customer policy and account-related inquiries. Communicate with customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts, while effectively identifying the need for and cross-selling additional products.
Core job duties include (but are not limited to):

Establish customer requirements and expectations in order to help the customer identify their specific product needs.
Cross-sell/up-sell appropriate products to existing customers as needed.
Solicit, sell, and negotiate new business policies.
Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
Ensure policies sold and managed in the agency meet the underwriting principals of the Underwriting Quality Index (UQI).
Understand the claims process and act as a liaison between the claims adjuster, client and claimant.

Core Competencies
Principled – Ethical, honest and enthusiastic.
Drive and Productivity – Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
Communication – Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.
Innovation – Welcomes innovation and improvement recommendations.
Team Work – Welcomes feedback when offered and works well with others.
Preferred Skills and Abilities

Candidate must be able to pass state property/casualty and life insurance licensing or currently hold licenses. Pre-licensed with sales experience HIGHLY desired.

Previous customer service experience in a high-traffic field preferred.
Experience with Microsoft Office Suite and general Windows OS Navigation.
Strong analytical and conflict resolution skills.
Desire for personal growth.
Likes to have fun and thrives in a positive work environment!

Benefits

Paid holidays a year ( New Year’s Day, Labor Day, July 4th, Memorial Day, Thanksgiving, day after Thanksgiving, half-day Christmas Eve, Christmas Day ).
10 Days Paid time off.
Health insurance stipend.
Candidates are reimbursed for licensing fees if not previously licensed already. (paid after 90 days)

Benefit Conditions:

Waiting period may apply
Only full-time employees eligible

Work Remotely

No. Preferred candidate will have a desk in the agency.
Can be accommodated on an “as needed” temporary basis.

Job Type: Full-time