Commercial Lines Account Manager

Bailey Insurance and Risk Management; Waco (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Training & development

Professional Development

Job Stability

Job summary

Bailey Insurance and Risk Management in Waco, Texas is seeking an Account Manager responsible for maximizing profitable client relationships and growing new business. The role entails identifying commercial insurance opportunities and maintaining strong client support.

The ideal candidate should have a Bachelor’s Degree, a minimum of two years in insurance account management, and demonstrate strong sales and organizational skills. Flexible work from home options are also available.

Qualifications

• Minimum two years of personal and commercial lines insurance account management experience.
• Valid driver's license and reliable transportation.
• Proven track record in business-to-business sales.

Responsibilities

• Maintain and develop client relationships through various communication methods.
• Monitor sales targets and document activities professionally.
• Collaborate and mentor team members, providing expertise.

Skills

Insurance products knowledge

Sales success

Customer focus

Organizational skills

Presentation skills

Negotiation skills

Time management

Education

Bachelor’s Degree or equivalent work experience

Tools

Agency management systems

Job description

The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Identify, qualify, and develop commercial 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 partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• 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 have Technology and Computer proficiency including agency management systems.

Flexible work from home options available.