Personal Account Manager

Job Description

Job Description

We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve.

We’re on a mission to build long-lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matter to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally.

We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

When you join us, you can expect :

• Competitive compensation
• Work-life balance and employee well-being
• A voice at the table to create constructive change and work on purposeful products
• Time dedicated to professional development
• Annual learning stipend for professional certifications

We are seeking a Personal Lines Account Manager to join our team! You will be responsible for overseeing the current personal lines customers service needs and managing the prospecting pipeline.

Responsibilities :

• Manage an existing book of 200+ personal clients (with the potential to take on more clients) in their needs :
• ID Cards, Binders, Claims, Billing, Changes & general inquiries
• Prospect & present products and services to new and existing customers
• Applications, Quotes, Proposals
• Resolve customer inquiries and complaints
• Marketing renewal risks
• Check issued policies and changes for accuracy
• Deliver outstanding customer service to every client and troubleshoot problems as they arise.
• Create positive synergy and pursue cross-selling opportunities to meet revenue growth targets.
• Demonstrate the ability to manage a sales and support staff team.
• Demonstrate proficiency in the products and markets and promoting ASZ's competitive differentiation, including mastering the use of ASZ's templates.
• Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Systematically use CRM to support service and sales processes, including input of accurate and timely information relative to clients and prospects.
• Attend and actively participate in ASZ's training sessions.
• Positively and proactively represent ASZ in meetings, seminars, trade shows and networking events.
• Work collaboratively with the management team and national / regional resources to maximize results.

Knowledge / Skills :

• 3-5 years of experience in insurance brokerage, carrier, or related business
• Must be a personable, highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals.
• Superior written and verbal communication and presentation skills.
• Excellent organization and follow-up skills.
• Excellent listening skills with a strong customer focus.
• Good teamwork skills with an ability to work with minimum supervision.
• Ability to work with senior-level management and have a top-level executive presence.
7 days ago