Licensed Insurance Account Growth Specialist

Donald Zerr-Farmers Insurance Agency; Fargo, Grand Forks (ND, ND); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off (PTO)

Retirement Plan

Evenings Off

Career Growth Opportunities

Descripción de la vacante

The Juris Agency in Fargo, ND is seeking a Licensed Account Manager who expertly maintains client relationships in the insurance field and manages a portfolio of existing accounts with a focus on service and growth. You will identify cross-selling and upselling opportunities within current client base and collaborate with underwriters and claims teams to ensure client satisfaction.

This role requires a valid Property & Casualty license, strong communication and organizational skills, and the

Formación

• Active and valid Property & Casualty insurance license required to start.
• Proven experience in insurance sales or account management.
• Excellent communication, interpersonal, and presentation skills.
• Strong customer service and problem-solving skills.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Farmers Insurance experience a plus but not required.

Responsabilidades

• Develop and maintain strong, long-term relationships with clients.
• Proactively identify and address client needs and concerns.
• Conduct regular client reviews to ensure satisfaction and identify areas for improvement.
• Respond promptly and effectively to client inquiries and requests.
• Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).
• Develop and implement account growth strategies.
• Help agency achieve and exceed sales targets and quotas.
• Assist clients with policy changes, renewals, and claims.
• Ensure client policies are accurately documented and maintained in agency management systems.
• Stay informed about industry trends, regulatory changes, and new product offerings.
• Provide exceptional customer service at all times, demonstrating empathy and professionalism.
• Resolve client issues and complaints effectively and efficiently.
• Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).
• Maintain accurate client records and documentation.
• Prepare reports and presentations as needed.
• Participate in team meetings, industry events, and continuing education courses.

Conocimientos

Communication skills

Client relationship management

Sales skills

Cross-selling

Time management

Team collaboration

Herramientas

CRM software

Policy management system

Descripción del empleo

The Juris Agency in Fargo, ND is seeking a Licensed Account Manager who expertly maintains client relationships in the insurance field and manages a portfolio of existing accounts with a focus on service and growth. You will identify cross-selling and upselling opportunities within current client base and collaborate with underwriters and claims teams to ensure client satisfaction.

This role requires a valid Property & Casualty license, strong communication and organizational skills, and the