Personal Account Manager

INSocial Risk Advisors; Westerville (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

PTO

Medical Insurance

401(k)

Job summary

INSocial Risk Advisors in Ohio is seeking an experienced insurance professional to manage and grow a personal lines and small business book. You will onboard new business, service claims, endorsements, and billing, while proactively pursuing account expansion.

The role requires a current P&C license, strong account-management skills, and the ability to work independently with technology. Occasional travel may be required. Salary range $45,000–$65,000 plus bonus, PTO, and benefits.

Qualifications

• P&C licensed with relevant account management experience preferred.
• Bachelor’s degree preferred.
• Ability to work independently and be technologically proficient.
• May include occasional travel.

Responsibilities

• Generate additional revenue from the book of business and identify growth opportunities.
• Onboard new business following the agency sales process and close deals.
• Provide outstanding inbound service on claims, billing, and policy changes with thorough documentation.
• Conduct account reviews to improve relationships, coverage, discounts, and retention.
• Be a proactive TEAM player, supporting marketing and agency initiatives.

Skills

Account management

Independent work

Tech proficiency

Education

Bachelor's degree (preferred)

Job description

Come Join the INSocial Risk AdvisorsTeam!

INSocial Risk Advisors is a growth-oriented independent insurance agency that does insurance different! Representing different insurance companies, we help businesses and families buy the insurance they need. Our agency is focused on creating a smooth digital experience and provides value to our clients beyond the insurance policy. Our work environment at INSocial Risk Advisors is fun, flexible, challenging and rewarding. Job descriptions shed light on the expectations and responsibilities. Our goal: to put the right people in the right seats, helping each teammate succeed individually, while also helping the agency succeed as a team.

Our vision:To be the best independent insurance agency
serving businesses and families.

Transparent

We will openly and honestly explain the WHY behind everything

Educational

We want to learn more about you, provide informational value and expand our collective knowledge

We are passionate about insurance, professional and confident yet humble and approachable

Movers

We have hunger to move above and beyond insurance, provide value and an irreplaceable experience for our clients

To serve and grow the book of personal clients assigned to you by providing extraordinary service, educating the customer, identifying growth opportunities on accounts, getting google reviews and asking for referrals. Following agency policies and procedures, reactively respond to service needs and proactively advise the insureds. Must be P&C Licensed with relevant account management experience in insurance or related field and a bachelor’s degree preferred. This position must be able to work independently and technologically proficient. May include occasional travel.

Compensation:

• Salary: $45,000 – $65,000 annually
• Individual Bonus Based on Book Growth
• PTO, Medical Insurance, 401(k)

Key Result Areas:

• 0 – E&O Claims
• 5%+ Book Growth Based
• 92% Policy Retention and 94% Premium Retention
• 2.5+ Lines Per Customer and ______ Premium Per Customer
• Proper & Consistent Activity Tags
• Promote the agency’s T.E.A.M. values, vision, 3E Value Prop, culture, and goals

Duties:

• Generate additional revenue from the book of business
  • When reactive service requests come in, review account to improve current coverage
  • Identify account rounding opportunities and proactively pursue them: identifying coverage that clients have with other agents and generate demand for coverage the client didn’t know they needed (i.e. boat, umbrella, motorcycle, life insurance, etc.)
  • Share referral successes and ask for referrals
  • Generate referrals for other teams/departments: CL, Life, Health, Etc.
  • Proactively call cancelled clients to try to win them back
• Onboard new business using our 3Es of educational, engaging and efficiency
  • Take new business opportunities, pre-qualify them and quote them quickly and efficiently within 24 hours
  • Follow agency sales process and follow up accordingly to close the deal, hitting target close ratios, proposing using agency branded summary/presentation
  • Issue the new business and audit new business files, send any onboarding materials to insured post sale and update any missed items, documenting system
• Providing outstanding inbound service on claims, questions, endorsements, billing, life changes, etc. all while properly and thoroughly documenting the agency management system
  • Work to manage client expectations, follow up appropriately via phone, email, text
  • Use every opportunity to confirm and update client information in the fileEducate clients on the benefits of our agency and tell them the work you’ve done for them
  • Service accounts in a manner the at eliminates gaps in coverage and reduces E&O exposure
  • Must adhere to agency policies, procedures, manuals, etc.
• Conduct account reviews
  • Complete 100% of reviews assigned/needed, including reviewing potential discounts/gaps
  • Contact the client for a formal review that improves the relationship, generates opportunities and reduces remarketing
  • Remarket when necessary and follow guidelines
• Be a T.E.A.M. player… we want a culture of teamwork and forward thinking that drives results.
  • Support marketing efforts by suggesting blog topics, email campaigns, sharing agency posts on social media, participate in agency branding opportunities, taking pictures when visiting clients/attending events, getting GOOGLE reviews!
  • Be efficient and willing to improve efficiency, helping to find ways to streamline processes.
  • Use technology tools provided to the fullest extant and be willing to share. feedback
  • Have a positive attitude, creating good working relationships with teammates, clients, vendors, carriers partners and be willing to step up and help out!

About INSocial Risk Advisors

INSocial Risk Advisors is a privately held, locally owned independent insurance agency offering a full suite of personal and business insurance.

Vision Statement

To be the best independent insurance agency serving businesses and families.