What are the responsibilities and job description for the Commercial Lines Account Manager position at Smith Davis Insurance?
If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Council Bluffs insurance agency today! Our reputable insurance agency is looking for an exceptional insurance Commercial Lines customer service representative to join our team. At Smith Davis Insurance we pride ourselves on our outstanding insurance products and customer service.
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Maintain a book of business
Proactively reach out to clients
Conduct ongoing account reviews for your designated portion of the business
Work efficiently and effectively with clients on their policies
Effective account rounding
Generate referrals for Commercial Lines and other departments
Educate the clients about the benefits of having our agency as their agency
Generate additional revenue on the book of business
Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
Identify account rounding opportunities and proactively pursue them
Identify coverages that clients have with other agents
Generate demand for coverages the client didnt know they needed (i.e. umbrella, cyber, EPLI)
Work to attract the business owners personal insurance to the agency
Conduct account reviews
Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
Follow agency remarketing guidelines
Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements
Work to manage clients expectations
Follow up via phone or email with clients
Use every opportunity to confirm and update client contact information
Educate clients on the benefits of using our agency
Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
Document the management system
Follow agency service standards on follow up and follow through
Positive attitude and efficient work ethic
Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
Conduct audits on new business files
Work with the producers to check their new business files for accuracy
Send any onboarding materials to clients post-sale
Update any missed new business items
Sell new business for the agency
Take new business opportunities and work to submit them within 48 hours of getting the opportunity
Follow the agency sales process
Follow up according to the sales process
Hold the target agency closing ratio
Work with producers to quote and bind new business leads
Communicate with the producers on new business quoting proactively
Submit quotes within 48 hours
Work with underwriters on pricing and getting quotes in a timely manner
Work to support the marketing and branding team in the following ways :
Provide them any business cards to be entered into marketing campaigns
Suggest blog, email and social media topics to the marketing department
Share agency social media posts on personal social networks
Participate in pictures and agency branding opportunities when invited
Requirement
- Property & Casualty licensed required.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Excellent Communication / interpersonal skills.
- Professional phone etiquette.
- Career minded vision.
- Excellent Spelling and Grammar skills.
- Works well with other employees and is a team player with a positive attitude.
Salary : $50,000 - $70,000
