Commercial Account Manager/ Service & Retention Specialist

Job Description

Job Description

Put your proven skills to better use! APRIL TOLBERT INSURANCE AGENCY LLC, with 3 locations in Beaumont, Kirbyville & Jasper, Texas, is looking for an individual with experience in commercial insurance to join our team as a Commercial Account Manager/ Service & Retention Specialist. Will consider full-time in-office, hybrid or 100% remote from anywhere in Texas based on qualifications and proven experience. Will be responsible for managing customer relationships. Your ability to build rapport will be necessary as you work closely with our existing commercial customers to understand their business and personal needs, review policy renewals, provide guidance and tailored solutions to fit their needs. You will also be responsible for following up with customers to help ensure 100% satisfaction and that every customer has an exceptional experience with our agency. We provide ongoing training, mentorship and a positive team culture. If you have proven experience in commercial insurance, sales or service, you may be the perfect fit for this position and we want to hear from you. Apply today!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Handle customer renewals.
• Provides on-going support to insurance clients as needed.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Presents and explains insurance policy options based upon client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Stay up-to-date on industry market trends and best practices.
• Participate in regular team meetings and brainstorming sessions.

Requirements

• A Texas Property & Casualty insurance license is required.
• Prior experience in commercial insurance is required.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Professional phone etiquette.
• Ability to identify and solve problems, think critically, and make decisions quickly.
• Strong communication skills, both oral and written.
• Works well with other employees and is a team player with a positive attitude.
• Ability to tactfully handle stressful and difficult situations.
• Commitment to excellence, willingness to work hard, and willingness to go the extra mile.
• Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
• Experience with Microsoft Teams,, Agency Zoom or willingness to learn new systems and technology.