What are the responsibilities and job description for the Insurance Relationship Manager position at Willis Insurance Agency?
Job Description
AAA Willis Insurance Agency is seeking an Insurance Relationship Manager as our office is quickly growing and focused on delivering excellent customer service. We need someone who we can train to fit in our office puzzle! Our Insurance Relationship Manager will assist clients with their policy management, guide them through claims, and provide informed advice on coverage options. Your goal will be to foster strong client relationships, support customer retention, and contribute to the overall success of the agency by promoting additional products and ensuring that our clients feel valued and supported.
As an Insurance Relationship Manager, you will play a vital role in growth and success of our agency. Reciprocally, we aim to contribute to your personal growth, income and career development while providing an exceptional work environment. If you are seeking a career on a customer focused team that cares about people, we want to talk to you!
Apply for the position today by completing the form and completing the assessment.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Parental Leave
Paid Time Off
Office Snacks
Weekends Off
Training to Become an Insurance Agency Owner
Family-Oriented, Fast Paced Environment
Paid Holidays
Retirement Plan
Responsibilities
- Process customer policy change requests.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Answer incoming phone calls on the first ring.
- Schedule appointments for sales staff to meet prospective customers.
- Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
- Assist with billing questions and payments.
- Offer and explain coverage options, products, discounts and policy exclusions.
- Build rapport with clients and enhance their knowledge.
Requirements
- Property & Casualty License Preferred, but not required.
- Customer Service experience required.
- Possess an upbeat, positive and enthusiastic attitude.
- Proficiency to multi-task, follow-thru and follow-up.
- Great Customer Service Skills.
- Driven and goal-oriented individual.
- Strong attention to detail.
- Motivated, coachable and driven to succeed.
- Excellent communication, teamwork and problem-solving ability.
- Ability to tactfully handle stressful and difficult situations.
- Passion for customer service and insurance.
Salary : $36,000 - $46,000
