Account Manager
Full Time
Lufkin, TX 75901
$42,500 - $55,000 a year
Posted Today
Job description
We are looking to hire a licensed individual to join our Personal Lines Insurance department. As a team member, one will be responsible for providing exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our client's insurance needs.
The position will handle all facets of Personal Property and Casualty insurance.
Benefits/Perks:
The position will handle all facets of Personal Property and Casualty insurance.
Benefits/Perks:
- Health insurance + vision and dental options - following 60 days of employment
- Long and short term disability insurance - following 60 days of employment
- 401k with 6% matching - following 90 days of employment
- Paid time off + Holidays
- Competitive pay, but dependent upon experience
- Flexible work from home options available
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- In depth knowledge of Personal Property & Casualty Insurance
- Licensed with TX Dept of Insurance
- Independent Insurance Agency experience preferred
- Commitment to excellence and continuous self improvement
- Commitment to follow our core values and high ethical standards
- Commitment to follow the strategic plan and established procedures of our agency
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
- Ability to confidently and professionally assess and identify insurance exposures, then match those with solutions using our markets and available products and resources
- Ability to work effectively and efficiently with internet based rating platforms and resources
- Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking and problem solving
- Demonstrate mature work habits, and time management skills
- Exhibit emotional maturity, intelligence, accountability, and resilience
- Basic proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams)
- Experience with AMS 360 agency management system or similar preferred
- Insurance accreditation a plus
- Possess a valid driver’s license and a source of reliable transportation
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