Insurance Account Manager

Company : Jaclyn Voyager 2

Job Description - Insurance Account Manager

We are a full service insurance agency offering clients a wide range of options with personalized services. Our agents are thoughtful, engaging and have well rounded insurance knowledge to provide clients an exceptional experience.

In order to sell insurance, agents must obtain a license from the state in which they operate. This requires completing pre-licensing coursework and passing a state-sanctioned exam.

Responsibilities

Provides Personal Account services to include producing binder, certificates, policies and other related items

Generate Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc.

Follow up with Carriers, review and process endorsements and invoicing where necessary

Provide courteous, accurate and timely communication with clients, co-workers, carriers, and other business contacts to build lasting relationships

Set up and maintain accurate information in the companies agency management system

Meet or exceed client retention goals

Sales prospect pipeline development through multiple sources to include in person, phone, public speaking and direct mail

Enhance agency reputation through ownership of requests and exploring value add opportunities for clients and team

Seeks out continuing education from multiple sources

Other projects as needed

Requirements

High School / GED Education required

Willing to object P&C and Life & Health License

3-5 years Personal Line Insurance experience

Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

Display excellent professional and genuine client facing communication skills

Possess excellent written, verbal, organizational/prioritization and attention to detail skills

Enjoys working independently and in a team environment

Must be punctual, reliable and able to keep information confidential

Previous work experience in sales, marketing, promotions or telemarketing is helpful

Benefits & Perks

Flexible schedule

Access to insurance industry experts for mentoring

Qualified leads

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Insurance Account Manager

Job Description - Insurance Account Manager

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