Account Manager II

Experience Required

3 years

Minimum Education Required

High School Diploma or Equivalent

Compensation

$15.92 / Hourly

Hours Per Week

40

Number Of Positions

1

Shift

First Shift (Day)

Job Description

Description

Weichert Insurance Agency is hiring an Account Manager II at the corporate location in Morris Plains, NJ. This is a Hybrid position. The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion.

Essential Duties and Responsibilities

Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise.

Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals.

Assists members of their dedicated sales/service team as needed.

Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed.

Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures.

Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards.

Remains in compliance with all WIA carrier guidelines and binding authority limits.

Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management.

Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day.

Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization.

Performs other duties as assigned.

Minimum Qualifications

Education, Certification, and License Requirements

High school diploma or GED

Property and Casualty Insurance License required

Experience

A minimum of three (3) years of relevant insurance work experience

Knowledge, Skills, and Abilities

Excellent customer service skills

Ability to recognize opportunities and refer accordingly for conversion

Ability to maintain high ethical standards and quality service to ensure success

Proficiency in Microsoft Office suite of products

Strong oral and written communications skills

Ability to multitask in a fast-paced environment

Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions

Strong attention to detail

Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

The estimated annual rate for this position is $55,000 to $65,000. The rate of pay is dependent upon several factors including the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.

Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Weichert is an equal opportunity employer and is committed to providing equal employment opportunities to all individuals. We do not discriminate on the basis of disability, veteran status, or any other characteristic protected by applicable federal, state or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Place of Work

On-site

Requisition ID

ACCOU001104

Job Type

Full Time