What are the responsibilities and job description for the Personal Lines Account Manager position at Benchmark Insurance Group & Rise Group?
About Us:
Benchmark Insurance Group of Texas is seeking an experienced Personal Lines Account Manager to oversee their own, already established, book of business. We’ll collaborate to establish ambitious goals to propel your career forward and provide you the support you need to achieve them. You will be responsible for reviewing and advising on new business, renewals, and endorsements as well as provide a personalized experience to all clients. Retention is our primary goal and we strive to provide exceptional customer service to all our clients, with courtesy and professionalism.
Duties and Responsibilities:
- Deliver a high level of personal attention to prospective and existing customers
- Quote new business and re-market existing business
- Gather information and evaluate clients’ needs against available insurance products for each client
- Provide coaching on personal insurance policy options upon request
- Extensive knowledge and ability to complete various Acord forms
- Ability to accurately deliver policy and endorsement documentations in a timely manner
- Manage account receivables for direct bill and agency bill accounts, as well as accounts setup on premium financing
- Ability to upsell and/or cross sell other policies
- Assume other job responsibilities as assigned by manager
What you'll bring to the table:
- Property and Casualty Insurance License (required)
- At least 5 year insurance service experience (required)
- High School Diploma/GED (required)
- Detail oriented
- Excellent communication skills
- Excellent customer service skills
- Strong aptitude for computer programs including Microsoft Office (required)
- AMS360 experience a plus but not required
- Ability to function well in a small agency environment
- Must be pro-active, a team player, and ready to hit the ground running!
Job Type: Full-time
Extra perks we offer:
- Salaried positions
- PTO after a 90-day probationary period
- Up to 10 paid holidays
- Healthcare coverage after 90-day probationary period
- Bonus and commission structure
- Great co-workers! We are all fun, lend a helping hand, and are always excited to add a great candidate to our team!
Onboarding time:
- Ongoing training, as well as industry experts working close-by
- 90-day probationary period
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
Application Question(s):
- Expected salary requirements?
- What is the premium size of the book of business you have managed
Experience:
- Independent Agency: 3 years (Preferred)
- Property and Casualty Insurance: 5 years (Preferred)
License/Certification:
- Property and Casualty License (Required)
Work Location: In person
Salary : $45,647 - $65,066
