Personal lines account manager job description

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Were seeking a brilliant Customer Service Sales Representative; come be a part of our agency and work with clients that appreciate the value that our Insurance agency brings as an established, reputable company. This Insurance Agency of 29 years is a proud Presidents Council Agency! We are located in the Denver Tech Center (DTC) area of Denver!




Customer Service & Sales Representative Duties:
Attracts potential customers by answering product and service questions; suggesting information about other products and services Provide general clerical support including correspondence, photocopying, preparing mailings, faxing, and filing, collating using software and Agency Management System Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Cross sell insurance products, identify sales leads, and follow-up with outbound calls Understand and analyze clients life events that may offer sales cues for additional opportunities to meet the client needs Identifies prospects and sets appointments and overcome rejections Obtain prospect information such as name, time available, and current insurance information Maintain a safe and clean working environment by complying with procedures, rules and regulations Perform other duties as assigned


Attributes needed to be successful:
Exhibits excellent interpersonal skills to handle client needs in person and over the phone Attention to detail, follow-through and eagerness to market our products are very important in handling daily activities of the office Ability to be empathetic, positive and upbeat in written and verbal communications - excellent grammar and proofreading Good organizational skills and an ability to prioritize Computer proficiency with MS Outlook and MS Word




Candidate Preference:
Must have an Active CO P&C license Must have High School Diploma or equivalent 2 years of Customer Service or Office experience




Our customer experience champions like you receive:
Competitive guaranteed hourly wage Bonuses and Commissions (Monthly) $1000 sign on bonus after 90-days $500 bilingual sign on bonus after 90-days Health Insurance stipend 26 Paid Days Off to start Holiday Pay 401k with a match (4%) and Profit Sharing Plans available Paid Product Training Continuing education Career advancement opportunities Employee Rewards and Discounts Fun team building activities!! Get paid to go to the gym! (Monday gym day!) And much, much more!






Potential for Growth!!!






This is a Full-Time, permanent position!

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time or part-time position. Our Personal Lines Account Managers service and grow the agency book of clients by providing extraordinary service, educating the customers, identifying revenue growth opportunities and generating referrals.
If you are looking to work for a well-established, best in class insurance agency, then apply today!



Benefits



Salary plus commission for licensed individuals Paid time off and holidays 401K and profit sharing Health Insurance Dental Insurance FSA Professional development and continuing education support Option for hybrid in-office/remote schedule after training period Salary range is based on full time employment



Responsibilities



Provide outstanding inbound service on claims, billing questions and endorsements. Maintain a high retention ratio by being proactive and providing extraordinary service. Quote and sell new business from incoming leads Look for additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business. Conduct annual account reviews.



Requirements



Required Experience
2-5 years Personal Insurance Personal Lines or Property & Casualty License or willingness to obtain Applied EPIC agency management system a plus
Critical Competencies
Efficiency - Able to produce significant output with minimal wasted effort. Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude. Work Ethic - Possesses a strong willingness to work hard. Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is looking for a Assistant Personal Lines Account Manager to join our Commercial Lines team in Rocky Hill, CT!

We are excited to provide training and development for this entry level opportunity. This role requires full-time, in-office availability Monday-Friday 8AM-5PM and is an excellent start to a career in the Insurance industry.

WHAT YOU'LL DO:

Handle the day-to-day administrative tasks dedicated to a book of business, including but not limited to answer and distribute all incoming calls, policy checking, customer billing, and processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards Support in the processing binders of insurance, policies and audits. Assist in the renewal process for all assigned clients as directed; including ordering updated loss information, and documenting renewal applications. Maintain account files in an orderly sequence according to established procedures. Enter all required data into system to maintain current file data. Maintain follow-up system for correspondence/requests. Provide back-up to other Personal Lines Assistants. Scanning and other clerical tasks, as assigned.



WHAT YOU'LL NEED:


High School diploma or equivalent, required 1+ years' insurance industry experience, required. Active Property & Casualty license, or willingness to obtain, required Proficiency in Microsoft Office 365, required Exceptional customer service and interpersonal skills, required



WHAT WE OFFER:


Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.