Personal Lines Account Manager

Farmers Insurance - Oklahoma; San Ramon (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and Dental

Bonus Opportunities

Weekends Off

401K Plan

Team Building Activities including公司

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Farmers Insurance - Oklahoma is seeking an Account/Office Manager to lead exemplary customer service for current clients and prospects. The role handles policy changes, maintains product knowledge, and answers client questions in a full-time capacity.

The ideal candidate has P&C licensure and 3+ years of insurance industry experience, with a focus on meeting client needs and driving growth within the agency.

Qualifications

• Strong verbal and written communication with correct grammar and punctuation.
• Proven problem-solving ability in a fast-paced environment.
• Meticulous attention to detail and accuracy.
• Ability to adapt to changing priorities and directions.
• Team-oriented with ability to work independently when needed.
• Willingness to comply with licensing education requirements.

Responsibilities

• Communicate with clients by phone, email, and in person to understand and address needs.
• Build and maintain strong client relationships to retain and grow business.
• Collaborate with agency areas to fulfill client requests.
• Resolve complaints and track all client processes and needs.
• Ensure timely changes and improvements to customer experience.
• Support sales goals and help train new staff.

Skills

Client communication

Problem solving

Attention to detail

Adaptability

Team player

Independent work

Licensing compliance

Job description

Job Description

Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Account/ Office Manager will be responsible to provide leadership for exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

P&C Licensed and 3+ years of Insurance industry knowledge and experience is required.

Benefits

• Medical and Dental
• Competitive Pay
• Bonus Opportunities
• Weekends Off
• 401K Plan
• Team Building Activities including company events
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Communicating with clients by phone, through email and face-to-face to ensure their needs are understood and addressed
• Building strong client relationships to maintain old business and acquire new customers
• Collaborating with other areas of the Agency to ensure they fulfill all customer requests
• Resolving complaints and keeping track of all processes that pertain to the client’s needs
• Ensure clients requests changes etc are met in a timely manner and with a focus on improving the customer experience
• Helping the Agency achieve the goals set by the company to maxmise profitable growth
• Help agency fulfill sales goals
• Manage existing staff and help train an onboard new hires
• maintaining compliance, and ensuring the office environment is conducive to productivity and client satisfaction.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent
• Demonstrated attention to detail
• Ability to adapt well to change in direction and priority in a fast-paced environment
• Ability to demonstrate advanced level proficiency with a variety of technology to help agency improve and streamline processes
• Able to function independently and as part of a team
• Complies with continuing education requirements for agent licensing as well as professional designations if needed.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current
• Having some experience managing and agency is a plus