Personal Lines Account Manager

A Combined Agency; United States; On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Job summary

A leading insurance agency in the United States is looking for an Account Manager to maintain and expand client relationships. The ideal candidate will have experience in personal lines insurance management, strong knowledge of insurance products, and excellent communication skills. This position offers competitive pay and opportunities for professional development in a growing industry. The compensation ranges from $30,000 to $50,000 per year.

Qualifications

• Hold the insurance license required by your state.
• Minimum of two years personal lines insurance account management experience.
• Valid driver's license and reliable transportation.

Responsibilities

• Identify and develop insurance opportunities with new and existing clients.
• Maintain relationships with clients through regular follow-ups.
• Monitor and report on sales metrics to achieve targets.

Skills

Knowledge of insurance products

Customer-focused

Presentation skills

Organizational skills

Education

Bachelor’s Degree or comparable work experience

Tools

Agency management systems

Job description

The Account Manager at First State Insurance Agency, Inc is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

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 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 coverages, verify and facilitate updates to coverage as requested or needed by client

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal 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.

Compensation: $30,000.00 - $50,000.00 per year