Account Manager

Job Description

Job Description

Do you give the best advice and have uncanny intuition? Do you find joy in pushing projects through to completion? If you have a passion to serve others, to contribute to our community, to pursue personal growth, to bring your talents to a team-oriented environment - AND enjoy having a good time, then this position is ideal!

Our mission is to transform the insurance experience from transactional' to an engaging and memorable connection! #insurancedoesntsuck

Here are the high points :

Insurance is a great career. Long term job security, growth & development opportunities, comprehensive training program, and salary plus commission & bonuses.

We love insurance so we offer a lot of it - health, dental, vision, disability and 401k matching.

• Hours M - F / 9am - 4 : 30pm,
• Our team culture is a highlight. Work hard, play hard, be accountable, be kind. Our team is high performing, goal driven and value focused.

Team meetings, book studies, community events, well-balanced schedule, prioritizing personal and professional development are important to us.

YOU WILL EXCEED IN THIS ROLE IF

Using your instincts to evaluate and assess ideas or plans brings you energy and joy.

You are a high performer who finds fulfillment in pushing projects and tasks through to completion (you would do it all day, everyday if you could)

You are good at rallying people to take action around ideas, projects or tasks.

You can proactively anticipate client needs before they know they have them.

You are confident and decisive with little input or direction from leadership, but you welcome constructive criticism.

You are not just looking for a job, but a place to grow with our agency long term.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Personal Growth Budget

Responsibilities

Utilize your instinctive judgment to review policy renewals, address coverage inquiries, conduct remarketing, and provide quotes for additional policies as requested by clients

o Contact each client to review their renewal, answer questions, and offer coverage reviews.

o Schedule phone, or in office appointments as needed.

o Remarket accounts with other carriers as needed.

o Quote additional lines of insurance, and presenting quotes, as requested.

As the team needs support, assist with a range of requests for policy changes, proof of insurance, providing resources, answering phones & general questions.

Respond to all requests within the designated turnaround time.

Diligently document all communications (aka obsessively fanatical about notes & details).

Enthusiastically solve problems, use common sense and confidently self-manage.

Pursue and attend training, education, development opportunities, and team community events.

Partner with management to design your goals and career focus.

added

Requirements

Able to get your Property & Casualty insurance license within 90 days.

Complete our six-month NTI Training experience.

Time and priority management, including meeting goals regularly.

Exude a positive, uplifting and inquisitive attitude.

Communicate clearly, openly, respectfully and regularly.

Competent with computers and technology.