What are the responsibilities and job description for the Licensed Customer Account Manager position at Donald Zerr-Farmers Insurance Agency?
We are seeking a highly motivated and results-oriented Licensed Account Manager to join our growing team. The ideal candidate will be a skilled communicator with a proven track record of success in building and maintaining strong client relationships within the insurance industry. In this role, you will be responsible for managing a portfolio of existing client accounts, providing exceptional customer service, and identifying opportunities for cross-selling and upselling insurance products.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Retirement Plan
Evenings Off
Career Growth Opportunities
Mon-Fri Schedule
Responsibilities
Client Relationship Management :
Develop and maintain strong, long-term relationships with clients.
Proactively identify and address client needs and concerns.
Conduct regular client reviews to ensure satisfaction and identify areas for improvement.
Respond promptly and effectively to client inquiries and requests.
Sales & Account Growth :
Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).
Develop and implement account growth strategies.
Help agency achieve and exceed sales targets and quotas.
Policy Management :
Assist clients with policy changes, renewals, and claims.
Ensure client policies are accurately documented and maintained in agency management systems.
Stay informed about industry trends, regulatory changes, and new product offerings.
Customer Service :
Provide exceptional customer service at all times, demonstrating empathy and professionalism.
Resolve client issues and complaints effectively and efficiently.
Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).
Administrative Duties :
Maintain accurate client records and documentation.
Prepare reports and presentations as needed.
Participate in team meetings, industry events, and continuing education courses.
Requirement
Active and valid Property & Casualty insurance license.
Proven experience in insurance sales or account management
Excellent communication, interpersonal, and presentation skills
Strong customer service and problem-solving skills
Strong organizational and time-management skills
Ability to work independently and as part of a team