Account Manager II

Weichert Insurance Agency is hiring an Account Manager

II at the corporate location in Morris Plains, NJ. The Account

Manager II is responsible for providing excellent customer service

to a growing group of clients in multiple states, responding to

inbound service requests in all lines of personal lines insurance.

The position facilitates client retention by completing annual

policy reviews and soliciting additional lines of business to be

referred to an Account Executive for conversion. Job

responsibilities include, but are not limited to, the following :

Provides superior customer service to improve customer loyalty.

Addresses clients’ service requests and explains coverage and

procedures as necessary. Answers client questions and escalates

issues as they arise. Actively introduces additional sales

opportunities to current clients in order to expand the Agency’s

book of business and increase policy revenue. Gages client’s level

of interest and transfers leads to the appropriate Account

Executive. Remains up to date on annual reviews, daily follow ups,

and meeting referral goals. Assists members of their dedicated

sales / service team as needed. Acts as a client advocate in

assessing exposures to risk and providing recommendations to cover

potential insurable losses. Ensures the customer’s policy is based

on value, not specifically based on price. Re-markets those

customers where price and other circumstance suggest alternative

carriers are needed. Negotiates with Underwriters and works

seamlessly with other Agency colleagues to complete transactions

according to agency workflows and procedures. Understands and

follows the Agency’s quality and compliance procedures, workflows,

and goals. Adheres to all published agency standards for all new

policies and renewal policies. Secures client acknowledgement and

agreement to any that do not meet current standards. Remains in

compliance with all WIA carrier guidelines and binding authority

limits. Participates in an active and engaged manner in all Agency

activities, training courses, meetings, and corporate events as

assigned or directed by management. Completes all assignments,

correspondence, pending follow ups, quotes, calls and computer work

on time and error-free. Ensures all phone calls are returned by

close of business day. Promotes teamwork and a positive and

inclusive work environment with all staff at all levels of the

organization. Performs other duties as assigned. Requirements The

ideal candidate will meet the following requirements : High school

diploma or GED Property and Casualty Insurance License required A

minimum of three (3) years of relevant insurance work experience

Excellent customer service skills Ability to recognize

opportunities and refer accordingly for conversion Ability to

maintain high ethical standards and quality service to ensure

success Proficiency in Microsoft Office suite of products Strong

oral and written communications skills Ability to multitask in a

fast-paced environment Basic math skills including addition,

subtraction, multiplication, division, percentages, and fractions

Strong attention to detail Knowledge and ability to use typical

office equipment (PC, calculator, fax machine, etc. The estimated

base salary range for this position is from $55,000 to $65,000

(annually). The rate of pay offered will be dependent upon several

factors including but not limited to the candidate's relevant

skills, education, work experience, job location / geographic region,

and / or certifications. Weichert offers a comprehensive suite of

benefit programs to all eligible employees, including medical,

dental, and vision insurance, life and disability coverage, 401(k)

retirement savings, Paid Time Off (PTO), Flexible Spending Accounts

(FSA), and much more.