Condo Account Manager

: Overview: Heist Insurance Agency, an Alera Group Company is seeking for an Account Manager to join their Property & Casualty team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

Our mission is to provide high quality insurance services in Southern New Jersey and vicinity with financially strong companies and competitive insurance products. We realize our agency's greatest resources are people. Our intent is to…..

• Serve each customer with professionalism, courtesy, value and communication.
• Encourage each employee to develop and pursue professional, personal and self-achievement goals.
• Approach our community with a proactive spirit and contribute to areas benefiting our quality of life and the environment.

Our mission is to build these relationships synergistically to create a profitable existence for our employees, our customers, our companies and our lives.

The Account Manage r manages assigned book of business by servicing and selling to existing accounts. Performs service functions for customers, as well as cross-selling, remarketing, and account rounding while at the same time aiming to maintain a 95% customer retention goal by performing the following duties:

Responsibilities:

Must consistently follow set procedures and complete tasks correctly and on time. The employee is directly responsible for independently maintaining his/her workload, which could include the following: Other duties may be assigned as needed.

• Performs functions to include initiating and follow-up with customers to sell products, resolve problems, answer questions, educate customers on coverages, and use customer information to continually find ways to improve the customer experience.
• Ensures that customer's needs and requests are prioritized, addressed & responded to quickly & appropriately. Follows through on client commitments despite time pressures or obstacles.
• Handles challenging or unsatisfied customers with confidence and competence so that the customer is satisfied.
• Prepares, presents, and reviews applications, submissions, quotes, proposals, summaries of insurance, etc. Reviews and monitors coverages, premiums, endorsements, cancellations, non-renewals, proof of insurance, and data entry for accuracy.
• Assists customers and arranges payment terms in accordance with established guidelines.
• Strives to achieve annual production goals by effectively account rounding and cross-selling. Revisits lost opportunities and solicit referrals from current clients. New business calls should be addressed quickly providing regular status updates with the client if there is a delay getting a quote.
• Aims to maintain a 95% customer retention goal through personalized customer service. Proactively contacts current customers to explain existing coverages, explore possible changes in exposure, identify account rounding opportunities, and address low coverage issues or coverage gaps.
• Keeps up to date with carrier appetites and markets available with the ability to quote and navigate all carrier websites effectively. Places business, when possible, with preferred standard carriers.
• Correspond with carriers effectively by providing additional information needed for renewals, following up on renewal quotes to present to customers in a timely fashion, and intervening in any customer-related issues.

• Attends sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, and regulations in the marketplace.
• Performs in a manner that will prevent errors and omissions. Demonstrate accuracy and thoroughness; monitors own work to ensure quality.

• Creates and maintains computer files and suspense for follow-up action. Manages EPIC home screen effectively by reducing any backlog and staying current with workload.
• Maintains Outlook inbox and open activities organized and up to date.
• Provides advisory support and assistance to the administration as needed.

Supervisory Responsibilities

None

Expectations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Performance & Productivity:

• Results driven mindset in order to thrive in a sales environment.
• Should be customer service driven. Respond to requests for service and assistance in a timely and efficient manner. Able to manage difficult or emotional situations.
• Must show a positive attitude on a consistent basis. Cannot let other influences visibly affect their workplace demeanor.
• Approach others in a professional manner, treat others with respect and consideration regardless of their status or position, and accept responsibility for own actions.
• Maintain a professional appearance by keeping work area uncluttered, neat and organized. Must dress appropriately and professionally.
• Always willing to help others proactively. Team builders encourage, mentor and sometimes make sacrifices for the team.
• Follow instructions, respond to management direction and take responsibility for own actions; keep commitments. Pay attention to detail.
• Contribute to the success and advancement of the company.

Job Knowledge:

• Maintain a high level of knowledge and understanding of your job by attending educational classes/conferences, reading related publications and networking.
• Ability to use agency software and tools to perform the job effectively. These include but are not limited to Management System (EPIC), MS Office (Word, Excel, Outlook), DocuSign, Teams, Momentum, Vcheck, Camera, SharePoint). Training will be provided.

Communication Skills:

• Excellent phone etiquette and verbal communication skills are required.
• Written and oral communication with customers, carriers, vendors, realtors, lenders, and co-workers should always be professional.

Initiative & Problem Solving:

• Able to work with minimum supervision to complete work and resolve problems.
• Recognize issues and offer effective and efficient solutions.

Time Management:

• Able to multi-task and work in a fast-paced environment.
• Must be able to stay on task and meet or exceed sales goals.
• Must be punctual and adhere to scheduled work hours including lunch and breaks. Stay within the allotted PTO time.
• Effectively utilize work hours of operation to complete responsibility in a timely efficient manner. Know when to ask for help.
• Utilize tools available to perform efficiently. Ability to delegate and use all available resources to increase efficiency (Assistant, Resource Pro).

Qualifications:

• Education and/or Experience

  High school diploma or general education degree (GED), NJ Property & Casualty Producer License; and a minimum of three years of insurance experience and/or training or equivalent combination of education and experience. Past insurance experience should include writing and servicing condominium or commercial accounts. Personality profiles should indicate sales ability and tendencies.

  Certificates, Licenses, Registrations

  In force NJ State Property & Casualty Producer License. CISR Designation is required for Large Account Management.

  Oral/Written Communication Skills

  Speaks clearly; listens and gets clarifications. Responds well to questions from managers, clients, customers and the general public. Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.

  Mathematical Skills

  Ability to calculate figures and amounts such as discounts, interest, commissions, pro-rata, percentages, and volume. Ability to apply concepts of basic accounting.

  Reasoning Ability

  Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral, or scheduled form.

  Computer Skills

  Knowledge of Microsoft Word, Outlook, and Excel is required.

  Other Skills and Abilities

  Skill and ability to type 35-40 wpm. Skill and ability to operate a computer. Skill and ability to organize and prioritize work. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to sell.

  Physical Demands

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Required to use a telephone headset (over the head or over the ear).

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Travel is minimal, most contact with customers is by phone and correspondence. Occasional travel may be required for educational purposes. Equal Opportunity Employment:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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