Insurance Account Manager

Bighornlaw; Birmingham; On-site; GBP 36,000 - 42,000; Full time

Job summary

Une agence d'assurance dynamique cherche un gestionnaire de comptes d'assurance organisé et motivé pour rejoindre son équipe en pleine croissance à Birmingham, au Royaume-Uni. Le rôle consiste à gérer les relations clients, à éduquer sur diverses polices d'assurance et à atteindre des objectifs de vente, avec des opportunités de formation et de croissance. Nous valorisons les compétences en communication et la capacité à fournir des solutions personnalisées tout en restant à jour avec l'industrie et ses tendances.

Qualifications

• Expérience antérieure dans la vente, préférablement dans le secteur de l'assurance.
• Licence d'assurance actuelle pour la propriété et la responsabilité, et la volonté d'obtenir celle-ci.
• Capacité à travailler de manière autonome et au sein d'une équipe.

Responsibilities

• Gérer les communications avec les clients et développer des relations solides.
• Éduquer les clients sur les produits d'assurance et fournir des solutions personnalisées.
• Atteindre et dépasser les objectifs de vente par des techniques de vente proactives.

Skills

Communication

Négociation

Résolution de problèmes

Organisation

Education

High school diploma or equivalent

Bachelor’s degree in business, finance, or a related field

Tools

CRM software

MS Office Suite

Job description

Terrill Mayberry - State Farm Agency • Birmingham , MI , US

Posted 17 days ago

Description

We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations.

You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secure systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!

Responsibilities

• Client Relationship Management:Develop and maintain strong relationships with clients to understand their unique insurance needs and preferences. Conduct regular check-ins and follow-ups to ensure ongoing satisfaction and retention.
• Product Education:Educate clients on various insurance products, including property, casualty, life, and health insurance. Explain complex insurance terms and concepts in a clear and understandable manner to help clients make informed decisions.
• Customized Solutions:Provide personalized quotes and customize insurance plans based on client requirements. Analyze individual circumstances to recommend appropriate coverage options that fit their lifestyle and financial situation.
• Sales Achievement:Achieve and exceed sales targets through proactive outreach, networking, and follow-up with leads. Utilize various sales techniques, including referrals, cold calling, and client presentations, to generate new business opportunities.
• Policy Reviews:Conduct regular policy reviews with clients to assess their current coverage and recommend adjustments as necessary to ensure adequate protection against potential risks.
• Industry Knowledge:Stay up-to-date with industry trends, regulations, and product knowledge to provide clients with the most relevant and timely information. Participate in ongoing training and professional development opportunities to enhance skills and expertise.
• Collaboration:Collaborate with team members to enhance customer service and satisfaction, sharing best practices and insights to improve overall performance and client experiences.
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
• Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
• Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
• Assist with the renewal process and any policy updates by providing competitive quotes
• Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding

Qualifications

• High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred.
• Current state insurance license for Property & Casualty and Life & Health (or willingness to obtain).
• Previous sales experience, preferably in the insurance industry, with a demonstrated track record of meeting or exceeding sales goals.
• Strong communication, interpersonal, and negotiation skills, with the ability to build rapport and trust with clients.
• Self-motivated with a results-driven approach, capable of working independently as well as part of a team.
• Proficient in using CRM software, MS Office Suite, and other technology tools to manage client interactions and sales activities.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
• Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
• Candidates should be very strong communicators and problem solvers, and have great follow-up skills
• Active insurance license in your state or willing to get licensed in 90 days
• We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well

Compensation

$36,000 Base + Commissions

About Terrill Mayberry - State Farm Agency

AtTerrill Mayberry – State Farm Agency,we strive to create a community. Our mission and our top priority are to help people identify their insurance and financial needs, allowing them tosafeguardandprotecttheir loved ones from the unexpected and manage theirfinancial future. We will preserve a culture of integrity and accountability, all while providing a remarkable customer experience.

We are built on community values and are passionate aboutbuilding relationshipswith our policyholders and our community. Throughout the year, you can find our team out in the community at various events like the Birmingham Farmers Market or volunteering with several of the local non-profits in the area. We believe in the importance ofgrowing our company based on principles, not just profit.

Our agency services theMetro-Detroit Areaas well as the entire State of Michigan.