Job Description
Job DescriptionDescription:
Basic Description:
The Account Manager/Insurance Producer is a licensed individual to interact with customers to quote, write, sell Property & Casualty along with other lines of Insurance and manage all facets of their insurance policies. Will primarily be charged with handling existing book activities such as policy changes, re-markets, document follow up etc. We believe in working to understand and serve customers to meet their insurance and financial security needs. For qualified candidates this role will be hybrid.
Responsibilities:
- Contacts prospective clients about insurance products and policies.
- Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
- Suggests modifications and updates to clients’ existing insurance policies.
- Builds customized insurance policies and packages to meet clients’ needs.
- Processes insurance policy renewals.
- Assists clients with filing insurance claims.
- Maintains print and electronic records and files as required.
- Performs other related duties as assigned.
- Service to internal leads and existing book of business
- Monitor renewals and provide re-market quotes
- Call on policyholders to deliver and explain policy, initiate back end follow up
- Ensure that policy requirements are fulfilled, including any necessary inspections and the completion of appropriate forms for coverage
- Confer with clients to obtain and provide information when claims are made on a policy
- Perform administrative tasks, such as maintaining records, providing documents to third party companies and handling policy renewals
- Maintain relationships with clients by providing support, information and guidance to retain their business
- Values transparency and honesty, always investing in customer relationships
- Shares their expertise to help educate customers and build trust—especially in new relationships.
Requirements:
Qualifications & Skills:
- High school diploma or equivalent required
- Licensed to sell insurance in applicable states.
- 2 years of related experience preferred.
- Extensive knowledge of various insurance products and policies.
- Ability to determine best insurance policy for individual clients.
- Excellent interpersonal and sales skills.
- Ability to identify and contact prospective clients.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.
- Proficiency in Vertafore systems a plus.
- Prolonged periods sitting at a desk and working on a computer
- Maintain current licensing in all applicable states
- Working knowledge of insurance and state regulations for personal lines
- Experience quoting and working with multiple carriers in a broker environment
- Experience working in AMS 360 Management System or Applied System
- Excellent organizational and communication skills
- Motivated self-starter comfortable working in a broker environment