Personal Lines Account Manager

Job Description

Job Description

Are you looking to make a difference in peoples lives?

At Anderson Insurance Group , we're not just offering a place to work; we're committed to fostering the growth of our team members in both their insurance careers and personal lives.

With salaries above industry averages, we prioritize creating a safe, kind, and enthusiastic work environment where employees can thrive.

As a third-generation, locally-owned insurance agency, we take pride in being one of the fastest-growing agencies in Utah.

Our dynamic work environment reflects our passion and commitment to both our clients and the insurance industry. We even offer occasional work-from-home opportunities.

As an Insurance Account Manager, your primary responsibilities include managing client accounts to ensure exceptional satisfaction.

In our service-oriented and family-like atmosphere, you'll play a key role in maintaining strong client relationships while accessing leadership and opportunities for personal and professional growth.

Join us in achieving outstanding service and continuous agency growth.

Choosing Anderson Insurance Group means more than a job; it's a career advancement in the insurance industry unlike any other.

Join us for a fulfilling journey where your skills and commitment are recognized, and your professional growth is our priority.

If you're ready to elevate your career, apply today for the position of Personal Lines Insurance Account Manager at Anderson Insurance Group .

Your journey to success starts here.

Benefits

Annual Base Salary Based on Experience

Bonus Opportunities

Licensing Assistance

Paid Time Off (PTO)

Work-Life Balance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands-On Training

Professional Work Environment

Mon-Fri Schedule

Work from Home

Hands on Training

Responsibilities

• Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
• Follow-up on leads generated from warm leads, referrals, networking, and other lead sources.
• Presents and explains insurance policy options based on client needs and personal goals.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.

This includes Issuing Insurance Documentation (COI, ID cards, etc.).

Implement win-back strategies to re-engage with lapsed clients, demonstrating the value of our offerings.

Requirements

• Property and Casualty License required . A license is not required to apply. We will pay 100% for licensing.
• 2+ years of office experience or previous insurance experience is preferred
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Candidate must have basic computer software knowledge . This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS.
• Ambitious self-starter who can work independently to hit targets and prioritize tasks throughout the day.
• Communicate effectively through written and verbal means , both with clients and team members, to provide clear, concise, and informative responses.
• Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
• Fluent in Spanish to effectively communicate with a diverse clientele, ensuring all clients receive top-tier service in their preferred language.
30+ days ago