Account Manager
Mason Insurance Agency Inc
Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Overview We are seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team. The ideal candidate will bring a strong background in insurance sales, client relationship management, and policy servicing. This role requires a proactive, customer-focused professional who thrives in an environment that is passionate about helping individuals protect their assets, in a supportive team environment.
Duties
Build and maintain strong relationships with existing clients to ensure satisfaction and policy renewals
Assess client needs and recommend appropriate P&C insurance products
Provide excellent customer service by addressing client needs and concerns promptly.
Prepare quotes, explain coverage options, and assist clients in selecting suitable policies
Process applications, endorsements, renewals, and cancellations accurately and efficiently
Client Support: Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
Maintain accurate records of client interactions, policy details, and communications
Minimum 2+ years of experience in a customer-facing role
Collaborate with team members to enhance customer support services.
Active Property & Casualty (P&C) insurance license
Skills
Excellent communication and interpersonal skills to engage clients and team members.
Strong computer literacy with experience in data entry .
Excellent organizational skills with the ability to manage multiple tasks simultaneously.
Assist Clients with day to day requests, such as making a payment, making a change on their policies, completing requests, etc.
Previous experience with Applied EPIC management system is a plus but not required.
Demonstrated clerical experience with attention to detail in all tasks performed.
Strong phone etiquette and customer service skills to foster positive client interactions.
Experience with multiple carriers and comparative rating systems
Job Type: Full-time
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