Excited to be hiring a high energy, self motivated, personal lines account manager to join our growing organization. Providence Financial believes in having a balance between work, fun, and the rest of life. If having a company culture that cares about you and not just the daily tasks and goals is on top of your list, look no further!
Job Description
The Personal Lines Account Manager is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
- Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Actively solicit increases in coverage or rounding out accounts at every service contact.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Qualifications
- Hold the insurance license required by your state and prefer minimum of two years insurance experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
- Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
- Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
- Technology and Computer proficiency including agency management systems.
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Paid Time Off
- Health Insurance
Looking for the path to the future you want?
An insurance career is your answer.
You define your own financial success. Roles can allow you to choose where, when, and/or how you work. You become a trusted adviser in your community. You score a career built to last.
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This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.
