What are the responsibilities and job description for the Account Manager position at Rachel Cooley - Allstate Insurance?
Benefits :
License reimbursement
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Company Overview :
We are a dynamic and customer-focused insurance agency dedicated to providing tailored solutions that protect what matters most to our clients. Our team is driven by a passion for delivering exceptional service, building lasting relationships, and fostering a collaborative work environment where employees can thrive.
Position Overview :
As an Account Manager , you will play a dual role : driving new business through proactive sales efforts while managing and maintaining relationships with existing clients. This role is perfect for someone who excels at balancing sales goals with superior customer care, ensuring every client receives personalized attention and expert guidance.
What You’ll Do :
Actively prospect and generate new leads to expand the agency’s client base.
Build strong relationships with current customers, ensuring their insurance needs are consistently met.
Conduct regular account reviews with clients to provide updates, offer additional products, or make necessary adjustments.
Educate clients on insurance options, answering questions, and simplifying the insurance process.
Resolve client inquiries and claims efficiently, maintaining a high level of customer satisfaction.
Collaborate with team members to develop strategies that align with agency sales and service goals.
Stay informed about industry trends, policy updates, and new product offerings.
What We’re Looking For :
Strong sales skills with a focus on relationship-building and closing deals.
Exceptional communication abilities—both verbal and written.
A proactive, problem-solving mindset and a customer-first approach.
Ability to prioritize tasks, manage time effectively, and meet deadlines.
Experience in insurance or customer service is preferred.
Current insurance licenses (Property / Casualty and / or Life / Health) or willingness to obtain them.
Why Join Our Team?
Competitive compensation with opportunities for growth and performance-based incentives.
A supportive, team-oriented environment that values your contributions.
Ongoing professional development and training to help you succeed.
The chance to make a meaningful impact by helping clients achieve financial peace of mind.
If you’re a motivated individual with a passion for sales and customer service, we’d love to hear from you!
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