Licensed Insurance Account Manager

Job Description Job Description We are seeking a conscientious, motivated, licensed insurance agent who enjoys working with people and helping them find the right coverage. The role of this position is the production of new accounts and the retention of existing accounts. The Account Manager will provide prompt, efficient, high-quality service to clients. RESPONSIBILITIES Assist in the remarketing of current client policies Look for cross-sell opportunities when speaking with clients Complete Acord forms and COIs and ensure accuracy Process payments Conduct policy reviews. Present and explain insurance policy options based upon prospective client needs and their personal goals. Process change requests to existing policies Communicate with insureds and underwriters to ensure risks are properly accessed, re-marketed, and written. Respond to all inquiries, cancellation requests, and sales requests within a specified time frame Other functions as assigned by management REQUIREMENTS Possess a genuine willingness to learn, be intuitive and resourceful as well as coachable Must have Casualty and Property License Professional phone etiquette Display leadership competencies, including ability to delegate, engage, and inspire others Strong work ethic and leadership skills Successful sales background Must be personable, knowledgeable, dependable, and work well in a team environment Effective presentation skills both verbally and in writing are necessary. Ability to use a personal computer, agency automation system, and proficiency in various software programs, including, but not limited to Microsoft Word, Excel, and Outlook. GENERAL This job description is intended to describe the level of work required of the person performing the job but is not inclusive. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s essential functions. This description is not intended as a contract and is subject to unilateral change and revision by management. Any written contractual agreements will supersede this job description. All requirements may be modified to reasonably accommodate physically or mentally challenged employees. Company Description At Actsphere Insurance Group, our mission is simple yet profound: to deliver comprehensive, personalized insurance solutions while educating our clients on their risks and coverage needs — all while honoring Christ through the way we serve. We are committed to treating every client with care, respect, and integrity. Company Description At Actsphere Insurance Group, our mission is simple yet profound: to deliver comprehensive, personalized insurance solutions while educating our clients on their risks and coverage needs — all while honoring Christ through the way we serve. We are committed to treating every client with care, respect, and integrity.