Personal Lines Insurance Account Manager (In-Office)

Trailstone-Insurance-Group; Littleton (CO); Sur place; USD 48 000 - 70 000; Plein temps

Avantages offerts par ce poste

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Dental Insurance

Vision Insurance

Retirement Plan

Résumé du poste

Trailstone Insurance Group is seeking a Personal Lines Account Manager to serve and grow the book of clients with exceptional service. You will educate clients and identify revenue opportunities while backing up teammates as needed.

Responsibilities include advising clients via email, phone and chat, endorsing policies, preparing quotes, renewals, and documenting interactions in agency management software. A property and casualty license is required.

Qualifications

• Property and casualty license required; 1+ year insurance service/sales experience on personal lines.
• Working knowledge of Microsoft Office, Dropbox, and CRM software.

Responsabilités

• Advise clients via email, phone and chat as needed.
• Endorse policies for clients as needed.
• Build and maintain relationships with existing client base.
• Prepare and discuss quotes for new and existing customers.
• Assist clients with renewals.
• Document customer interactions in agency management software.

Connaissances

Personal Lines license

Insurance sales experience

Client service

Office software knowledge

Outils

Microsoft Office

Dropbox

CRM software

Description du poste

Job Description

Personal Lines Account Manager

About Us:

At Trailstone Insurance, we are on a worthwhile venture, creating new pathways to meaningful purpose. In this endeavor, we embrace innovation, integrity, and technology, merged together with the heart of a teacher, to guide our expedition. We believe in fostering a collaborative and inclusive environment that empowers our team to achieve excellence while making a positive impact on our clients' lives.

Overview

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Dental Insurance
• Vision Insurance
• Retirement Plan

Responsibilities

• Advise clients through email, phone and chat messaging as needed.
• Endorse policies for clients as needed.
• Build and maintain relationships with our existing client base.
• Prepare and discuss quotes for new and existing customers.
• Assist clients with their renewals.
• Document customer interactions in agency management software.

Requirements

• A property and casualty insurance license is required, with at least 1 year of insurance service or sales experience on the personal lines side.
• Working knowledge of computer software: Microsoft Office products, Dropbox, and Customer Management Software.
• Excellent communication skills - written, verbal, and listening.
• Willingness to learn and be coached.
• Able to work full-time; typically 9-5, but there is some flexibility in the schedule.
• 5 Days a week in the office

Trailstone Insurance Group is an equal opportunity employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.