Account Manager

Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

The Account Manager at Bates Insurance Group and Advisors is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks:

Competitive Pay

Professional Development

Job Stability in a growing industry

Responsibilities

Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.

Actively partner, network, and plan for new clients and business opportunities.

Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Support and prepare clients for renewal and retention and maintain strong client relationships.

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Qualifications

Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.

Possess a valid driver’s license and a source of reliable transportation.

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.

Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.

Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.