What are the responsibilities and job description for the Insurance Account Manager position at Underwood Insurance Agency, Inc.?
Benefits :
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Job description
As an independent Insurance Agency serving Lafayette, Indiana since 1865, we are looking for a self-motivated, licensed, insurance account manager to service new and existing business by contacting potential customers. Your responsibilities will include selling, soliciting, differentiating, and negotiating insurance plans that match the needs of your assigned or prospective customers’ portfolio. The goal is to build up strong positive relationships, to ensure growth attainment, and increase our firm’s reputation.
Responsibilities
Marketing new and renewal commercial lines business
Prepare Accord Applications
Work with underwriters on obtaining quotes
Prepare proposals
Servicing clients assigned by agency. This includes checking issued policies against applications and proposals, requesting and processing endorsements, issuing binders, invoicing, issuing certificates, taking claims, and handling any other needs of clients .
Work with clients to deliver risk management strategies that fit their risk profiles.
Maintain management systems for database of recordkeeping.
Constantly update job knowledge and learn about new products and services.
Skills
Proven working experience as an Insurance agent or relevant experience preferred.
Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).
Basic computer knowledge and statistical analysis.
Proven ability to work with goals.
Demonstrated ability to communicate, present, influence and sell effectively.
Experience in delivering client-focused solutions and in creating long-lasting relationships.
High school Diploma or equivalent required.
AS or BS Degree preferred, but not required.
Property and Casualty licensed required.
Each agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of that agency. All inquiries about employment at an agency should be made directly to the location, and not to Big I Indiana.
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