Account Manager

Job Description

Job Description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance

Do you enjoy helping others, and are you detail-oriented? Are you comfortable with talking to people on the phone and using a computer all day, so you are computer literate? Do you like working with numbers and learning new things? Do you want to be part of a team and be part of the solution, not the problem? If this sounds like you, please read on.

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

Our hours are Monday through Friday from 8:30 – 5:30, and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

Job Responsibilities:

• Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
• Support teammates with follow-up for clients and prospects
• Research and resolve coverage questions
• Promptly respond to client needs either on the phone or electronically
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Cultivate new opportunities and offer additional lines of insurance through consultative selling
• Assist with other office duties as they arise and are needed

Professional and Personal Skills: 

• Proficient with Microsoft Word, Excel, Outlook, and Agency Management Systems
• Type quickly and accurately 
• Excellent communication skills both verbal and written
• Organized, structured, and punctual
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest

Wages and Compensation:

• We offer competitive wages between $21 - $26 / hour depending on experience and if you already have a license; bonuses for performance and other benefits are available as well. Commission and Broker Fees are also offered as additional compensation. 

Experience Requirements:

• P&C License must be active
• At least 1 year of experience at an insurance agency, whether captive or independent.