Licensed Insurance Account Manager

Job Description

Job Description

At Randall Iten Insurance Agency, located in the vibrant town of Davie, Florida, we are on the hunt for a Licensed Insurance Personal LInes Account Manager who is eager to join our enthusiastic team. We believe in fostering an environment that is not only professional but also warm and welcoming. Our company prides itself on our customer-centric approach and commitment to excellence. In this client-facing role, you will be the cornerstone in building lasting relationships with our clients, ensuring their insurance needs are met with precision and care. Your enthusiasm and diligence will drive success, as you guide our clients through their insurance journey, offering insights and personalized solutions. Embrace this opportunity to work in a supportive, community-focused environment, where your contributions truly make a difference. If you are passionate about customer service and insurance and thrive in an on-site role filled with dynamic interactions, Randall Iten Insurance Agency is the place for you!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

appreciation lunches

Home & work life balance

Paid Holidays

CE Opportunities included

Team building events

Client Engagement: Build and nurture strong relationships with clients by attending to their insurance queries and concerns promptly.

Account Management: Oversee assigned client portfolios, ensuring all insurance needs are met and coverage remains adequate.

Policy Management: Process policy modifications, endorsements, renewals, and cancellations accurately and efficiently.

Cross-Selling: Identify and pursue opportunities to cross-sell additional products to meet clients evolving insurance needs.

Client Education: Educate clients on policy options, insurance products, and the claims process to enhance customer satisfaction.

Documentation and Compliance: Maintain meticulous records of all interactions, ensuring compliance with industry regulations and company standards.

Licensing: Must have a valid Florida Insurance License for Property & Casualty.

Experience: Previous work experience in a Florida property & casualty insurance agency.

Communication Skills: Excellent verbal and written communication skills are essential for handling client interactions effectively and professionally.

Customer Engagement: Strong customer service orientation with the ability to understand clients' needs and provide tailored advice.

Problem-Solving: Ability to address client issues, solve problems, and make decisions efficiently.

Teamwork: Capacity to work collaboratively within a team setting while contributing positively to the office environment.

Organizational Skills: Strong ability to manage multiple tasks with attention to detail and accuracy.

Technical Proficiency: Familiarity with EPIC insurance software systems and Microsoft Office Suite is a plus.