What are the responsibilities and job description for the Insurance Account Manager position at VisionsHR?
The Quick Insurance Agency is a family-owned agency that was established in 1992. While professional we still have fun! We are seeking to add new talent to our team. As an Insurance Account Manager your duties are key to the agency’s success! This is an in-person office opportunity reporting to our Washingtonville, NY location. POSSIBLE HYBRID AFTER TRAINING. This position will retain and attract new clients through management of client relationships while offering exceptional customer service to achieve client satisfaction.
WHAT YOU WILL LOVE ABOUT WORKING HERE
We are known for the great care we take with our clients. We are passionate and determined about delivering the best customer service and making a difference with the work that we do.
ABOUT COMMERICAL AND PERSONAL LINES ACCOUNT MANAGER JOB
This is an exciting opportunity for an ambitious Personal and Commercial Lines Account Manager to join our dynamic company. This is a mid-level position and is well suited for an individual looking to advance their career.
You will provide outstanding client experience focusing on daily policy management duties on an established book of business, such as:
- Review in-force policies for current clients, ensuring forms, endorsements, policy changes, billing, and other data are accurate in our agency management system (Applied, Vertafor Ams 360).
- Follow up with clients regularly to ensure customer satisfaction and identify opportunities for cross-selling or upselling.
- Renewal marketing prep includes updating policy information, gathering loss reports, and completing applications/submissions.
- Working with insurance company underwriters to receive timely and accurate quotes.
- Preparing renewal presentations binding/reissuing policies.
- Develop and maintain relationships with key decision-makers on existing accounts to deepen client engagement and identify potential referrals.
- Generate new business leads based on lost accounts, industry listings, networking, and referrals.
- Maintain accurate records of sales activities, customer interactions, and pipeline opportunities.
- Collaborate with marketing and advertising teams to develop and implement effective sales campaigns.
- Manage a portfolio of lost accounts-identifying reasons for the loss and developing strategies to win back business.
- Stay up to date with industry trends and changes in insurance policies and regulations.
WHAT YOU WILL NEED
- Active Property & Casualty Producer’s License.
- 3 years of experience
- Vertafore AMS360 experience or ability to pick up new technology fast. · Ability to multi-task, prioritize and manage time effectively.
WHAT WE OFFER
- Competitive pay based on experience.
- Health Insurance
- 401K
- Supplemental Commission Pay
Job Type: Full-time
Pay: $25.00 - $32.00 per hour
Salary : $25 - $32
