Agency Associate Account Manager

The Philadelphia Contributionship; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings plan

Job summary

The Philadelphia Contributionship is seeking an Associate Account Manager to retain existing accounts and generate new personal lines business. You will deliver prompt, high-quality customer service, quote and bind coverage, and educate clients on policies and rates.

Responsibilities include prospecting, maintaining client relationships, supporting renewals, and achieving sales targets. The role requires a Property/Casualty license and at least two years in personal lines account management,

Qualifications

• Current license in property/casualty insurance preferred.
• Minimum two years of personal lines insurance account management experience.
• Associates or Bachelor's degree preferred or comparable work experience.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with clients in person, online, by phone or in writing.
• Maintain relationships with clients through follow-up, timely quotations and account support.
• Solicit increases in coverage and pursue new clients, including win-backs.
• Process quotes, bind coverage, and educate clients on coverages and rates.
• Support renewal and client retention efforts and monitor quality of service.
• Collaborate with team, mentor staff, and participate in meetings.

Skills

Insurance knowledge

Sales skills

Presentation

Negotiation

Time management

Communication

Organization

Education

Associates or Bachelor's degree

Tools

Hawksoft AMS

Job description

The Associate Account Manager will be responsible for the retention of existing accounts and production of new personal lines accounts. This person will provide prompt, efficient, high-quality customer service to designated accounts in support of agency and personal line standards and procedures.

POSITON RESPONSIBILITIES:

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and performance.
• Work with TPC underwriters to help achieve and maintain acceptable Loss Ratio and Retention Ratios per company standards. Communicate with your teammate and your supervisor to promote processes and procedures and implement projects to improve profitability.
• Participate in special projects as required.

MINIMUM EDUCATION AND EXPERIENCE:

• Current Property/Casualty License required
• Minimum of two years of personal lines insurance account management experience
• Associates or Bachelor’s Degree preferred or comparable work experience.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems; Hawksoft (AMS) preferred

COMPENSATION AND BENEFITS:

We offer a competitive total rewards package which includes a base salary and commission on new business sales, health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

WORKING ENVIRONMENT:

Usual office working conditions with a hybrid schedule required.

Large portion of the workday is spent on the phone.