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Insurance Account Manager

Turbo Insurance Group
Scottsdale, AZ Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 3/20/2025

Turbo Insurance Group (TIG) is a nationwide insurance broker that prides itself on customer experience and satisfaction above all else. We are not your father’s insurance agency, think of us as an insurance concierge platform, where we do the comparison shopping for you and provide a comprehensive, digital experience for our clients. You can shop online anytime or call us to get quotes from high-quality carriers like Progressive, Safeco, Nationwide, Travelers, and more. We offer a full suite of services for personal insurance (home, auto, umbrella) in all 50 states, in addition to ancillary lines like life and pet.

Do you want to be a part of the fastest growing personal lines agency in the United States? Have you been looking to be a part of something special and different, a true industry disrupter? If you feel like you have the passion and ambition to join us on this journey, please feel free to submit your resume for immediate consideration.

Role Summary/Purpose:

Customer Service Representative will be responsible for oversight and management of client and broker accounts as well as maintaining ongoing relationships to drive increased sales and retention rates of our personal insurance customers. Establishing working relationships with your defined agents that you run support services for and developing rapport with your consumers is paramount. We pride ourselves on having the best customer experience in the industry and that is carried out and executed through YOU. You are the backbone to the entire agency operations, and as such we are looking for the most talented individuals with a proven track record in a sales service role. This is a very dynamic, fast paced role, where you will be handling the real-time service needs of clients and focusing on the insurance renewals of existing clients, with the overall goal on keeping satisfaction and retention as high as possible.

Essential Responsibilities:

  • Manage day-to-day client support activities for endorsements, questions, and accounting follow up for any outstanding items. OWN the relationships, real accountability comes with reward
  • Build strong working relationships with clients and brokers to identify, understand and address opportunities for improving sales and account retention
  • Work with clients to ensure a knowledge of the various programs, carriers, and successfully service and retain client accounts and policies
  • Maintain knowledge and understanding for all Turbo’s product offerings, current rates, and compliance requirements to support the usage within the personal insurance market
  • Act as the voice of the customer and collect feedback to drive continuous improvement across all areas including sales, service, claims, management, and carrier products
  • Maintain industry knowledge across all 50 states and with all carrier partners
  • Perform other duties and/or special projects as assigned
  • Ability to de-escalate client issues and problem solve quickly, conflict resolution specialist

Qualifications/Requirements:

  • 2 years of customer facing service experience in general
  • ANY experience in account management experience specific to insurance is a PLUS
  • Ability to obtain Property & Casualty Insurance license within 60 days after hire OR already actively be licensed in Arizona

Desired Characteristics:

  • Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
  • Insurance, financial services and sales and/or marketing experience preferred
  • Sales and Account management experience
  • Experience using a CRM tool such as Salesforce
  • Knowledge of customer financial drivers/needs
  • Openness to coaching and ability to learn quickly
  • Resourceful, creative and flexible
  • Customer focused mind set with ability to respond quickly to customer needs
  • Nurturing mentality, personality
  • Organized and able to handle multiple tasks at once while using a system of processes and protocols to ensure a standard is kept
  • Exceptional interpersonal communication skills (written, oral, non-verbal)

Compensation

  • This position is a salaried, full-time role with a starting salary of $50,000 plus quarterly performance bonuses, OTE totaling $60k for first year. Career path to $100k possible in three years.
  • This position is eligible for our complete employee benefits and wellness package.

**Subject to reference check upon request.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Supplemental Pay:

  • Bonus opportunities

License/Certification:

  • Insurance Producer License (Preferred)
  • Life Insurance License (Preferred)

Work Location: In person

Salary : $50,000 - $100,000

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