Job Description

Job Description

We are a high-volume, fast-paced insurance office that is looking for a results-driven Account Manager with a passion for client retention and growth. This role offers the chance to proactively manage existing client relationships while identifying opportunities to expand the client base. This position requires a dynamic individual who enjoys a blend of sales & service.

Responsibilities:

• Acts as a trusted advisor to clients, addresses inquiries, and concerns, and provides expert insights.
• Analyzes insurance data to identify potential risks and delivers effective solutions.
• Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.
• Proactively contacts clients to schedule and conduct annual review calls.
• Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.
• Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.

Requirements:

• At least 5 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
• Self-starter mentality driven to achieve goals and deliver measurable results.
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Proactive mindset with exceptional analytical and problem-solving abilities.
• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs. Familiarity with EZLynx is a plus.

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