What are the responsibilities and job description for the Insurance Account Manager Job position at Evertree Insurance?
Company Overview
Evertree Insurance is a rapidly growing, independent insurance brokerage that provides customized solutions to its producers and clients in the personal and commercial lines space.
Our company was founded in 2022 with a mission to improve how insurance is sold and serviced while creating high-paying jobs and positively impacting the communities we serve.
Job Description
We are seeking a talented Account Manager to join our team and contribute to our success. The ideal candidate will have a strong background in personal lines insurance, with expertise in multiple insurance carrier portals and knowledge of epic insurance software, EZLynz, or a comparative rater.
Responsibilities include:
- Quoting and issuing all personal lines policies
- Balancing incoming cases from email, phone calls, and internal requests
- Notating client files effectively from an errors and omissions standpoint
- Recognizing when to properly follow up with clients, carriers, and partners
- Analyzing how to handle specific situations to avoid bigger issues
- Maintaining a positive attitude and being a team player
Benefits
- Flex/Hybrid schedule
- Health, dental, vision, disability, and life coverages
- Paid time off
- Paid maternity and paternity leave
- 401(k) with match
- Team building and family-friendly events
