Account Manager II

Weichert, Realtors; Morris Plains (NJ); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) retirement savings

Paid Time Off (PTO)

Flexible Spending Accounts (FSA)

Job summary

Weichert Insurance Agency is hiring an Account Manager II at the corporate location in Morris Plains, NJ. This hybrid role focuses on delivering excellent customer service, managing a growing client base, and supporting sales opportunities across multiple states.

The ideal candidate will have at least three years in insurance, strong communication skills, and proficiency with Microsoft Office. Salary ranges between $55,000 and $65,000 plus comprehensive benefits.

Qualifications

• High school diploma or GED required.
• Property and Casualty Insurance License required.

Responsibilities

• Provides superior customer service to improve customer loyalty and resolve requests.
• Identify sales opportunities and refer leads to Account Executive for conversion.
• Assist sales/service team as needed and support against agency workflows.

Skills

Customer service

Sales referrals

Microsoft Office

Communications

Multitasking

Attention to detail

Office equipment

Education

High school diploma or GED

Property and Casualty Insurance License

Tools

Office equipment

PC

Calculator

Fax machine

Job description

Weichert Insurance Agency is hiring an Account Manager II at the corporate location in Morris Plains, NJ. This is a Hybrid position. The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion.

Essential Duties And Responsibilities

• Provides superior customer service to improve customer loyalty. Addresses clients’ service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise.
• Actively introduces additional sales opportunities to current clients in order to expand the Agency’s book of business and increase policy revenue. Gages client’s level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals.
• Assists members of their dedicated sales/service team as needed.
• Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer’s policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed.
• Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures.
• Understands and follows the Agency’s quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards.
• Remains in compliance with all WIA carrier guidelines and binding authority limits.
• Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management.
• Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day.
• Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization.
• Performs other duties as assigned.

Minimum Qualifications

Education, Certification, and License Requirements

• High school diploma or GED
• Property and Casualty Insurance License required

Experience

• A minimum of three (3) years of relevant insurance work experience

Knowledge, Skills, And Abilities

• Excellent customer service skills
• Ability to recognize opportunities and refer accordingly for conversion
• Ability to maintain high ethical standards and quality service to ensure success
• Proficiency in Microsoft Office suite of products
• Strong oral and written communications skillsAbility to multitask in a fast-paced environment
• Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
• Strong attention to detail
• Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

The estimated annual rate for this position is $55,000 to $65,000. The rate of pay is dependent upon several factors including the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.

Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Weichert is an equal opportunity employer and is committed to providing equal employment opportunities to all individuals. We do not discriminate on the basis of disability, veteran status, or any other characteristic protected by applicable federal, state or local law.