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Account Manager / Insurance Producer

Account Manager / Insurance Producer

Flat Branch Home Loans IncColumbia, MO, US
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Job Description

Job Description

Description : 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
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    Producer • Columbia, MO, US