What are the responsibilities and job description for the Personal Lines Account Manager ~ Remote position at Provence Financial & Insurance Services?
Provence Financial & Insurance Services is an Acrisure Agency Partner, client focused growth-oriented Insurance Agency with. Over the last 2 years we have grown from 1 to 5 locations and from 6 to 30 team members. Due to our continued growth and expansion, we are seeking an energetic, driven and disciplined individual to join our Personal Lines team. This is a remote position available to anyone licensed to produce and service insurance in the US. This role will give you the opportunity to work independently and in a fast-paced, dynamic team environment. You will work to develop, manage, and expand relationships with current clients and pursue new business opportunities with prospective clients. The ideal candidate will have excellent relationship building skills, is self-motivated, and highly competitive.
Your attitude and coach-ability will lead to success in this role and future roles in the Agency. The position will require meeting and talking to new people, focusing on graciously assisting them with their insurance needs or problems. You will always remain courteous, keep a professional manner, learn all the position responsibilities, leverage the Agency mission and seek help whenever necessary!
Job Duties:
- Provide consistent, accurate and timely communication to clients through verbal and written correspondence
- Call new and existing insureds for cross sell opportunities, quote and bind personal lines policies and retain accounts to deepen relationships with our client
- Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly
- Respond to clients’ needs by producing binders, certificates, policies and other related items
- Maintain client files in our Agency Management System for processing all transactions
- Process daily incoming mail, emails, voice mails and faxes
- follow up to ensure timely responses
- Renew policies by agency standards
- Maintain client files accurately and consistently documenting conversations
- Adhering to all other automation procedures
- Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines
Minimum Requirements:
- 1 Year of Insurance, customer service and or sales experience.
- Active Property and Casualty Insurance License for California and/or Nevada
- Ability to organize, prioritize and self-manage workload.
- Ability to work in a team environment, with a positive attitude and willingness to help others.
- Able to work under pressure and time constraints.
- Strong written and verbal communication skills.
Benefits
- Base Salary, with incentive and bonus opportunities
- Company sponsored medical plan, vision, dental insurance, supplemental, PTO and 401k plan
- Career path opportunities
- Additional Provence perks
Provence is a privately owned multi state insurance agency with a promote-from-within culture for talent development. Our #1 Value is based on the Provence Way, a fanatical client/team member experience and we pride ourselves on over delivering. To learn more about our company, visit www.Provenceinc.com
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Linkedin: https://www.linkedin.com/company/17916940/admin/
Provence is very proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.
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USA, California
Department
Personal Lines
Employment Type
Full-Time
Minimum Experience
Mid-level