Join a team that cares about our customers and you! John Petit-Farmers Insurance Agency in HUNTINGTON BEACH, California, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager.

In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base.

If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you.

With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Benefits

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Retirement Plan

Responsibilities

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Prospecting and generating new businessthrough leads & referral sources.

Generating insurance quotes.

Grow sales revenue by utilizing phone, email and potential client lists.

Provides on-going support to insurance clients as needed.

Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Presents and explains insurance policy options based upon prospective client needs and their personalgoals.

Work independently and as part of a team.

Requirement

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication / interpersonal skills.

Must have ability to multi-task.

Professional phone etiquette.

Career minded vision.

Excellent Spelling and Grammar skills.

Exceptional Business Writing and Editing Skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

A Life & Health Insurance license is required.

Bilingual, fluent in both English and Spanish is beneficial.

Last updated : 2024-07-02