Insurance Account Manager
Harbor Insurance Agency is an Independent Insurance Agency serving Western KY & Middle TN, and they are seeking a confident, motivated professional to grow their career as a trusted insurance advisor. The role involves managing a diverse commercial book of business and providing timely client service to a large base of existing customers.
Responsibilities
- Day to Day maintenance and servicing of assigned customer accounts, including but not limited to:
- Maintaining a high level of client service and satisfaction
- Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
- Maintaining Agency Management System and electronic files to ensure proper documentation for assigned client accounts including policies, endorsements, invoices, binders, certificates of insurance, etc. in a timely manner
- Achieving agency account retention goals through proactive account rounding, cross selling of higher coverage limits, enhancement endorsements, and consultative recommendations that benefit individual customer's needs
- Developing strong relationships with clients through proactive and responsive communication
- Responding to all inquiries, customer policy change requests, cancellation requests, and sales requests within specified timeframe
- Participation in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
- Participation in any special projects at management’s request, including acting as a peer mentor and trainer as needed
Skills
- Experience and expertise in operating in an electronic environment; excellent automation skills, including agency management systems, Microsoft Office, other relevant software, and phone systems
- Excellent time management, organizational, problem-solving, and communication skills
- Possessing an upbeat, positive, and enthusiastic attitude
- Ability to work independently and as part of a team
- Strong customer service skills
- Driven and goal-oriented individual
- Ability to tactfully handle stressful and difficult situations
- Experience as a Personal Lines or Commercial Lines Account Manager or Commercial Lines Customer Service Representative
- Active Property & Casualty insurance license
- Two-year Associate Degree or Four-year Bachelor's Degree
- Knowledge of commercial insurance products, and the underwriting process for commercial insurance
Benefits
- Annual Base Salary + Commission + Bonus Opportunities
- Paid Vacation
- Paid Holidays
- Opportunity for Bonus Pay + Commissions
- Employer Sponsored 401K Plan
- Employer Sponsored & Paid Health Insurance
- Employer Paid Life Insurance, Short Term and Long Term Disability
- Voluntary Benefit Options for Dental, Vision and Dependent Life Insurance
- Flexible Work Schedule
- No Night or Weekend Required Work Schedules
- Growth Opportunities for Advanced Positions
- Group Social Activities such Christmas parties, Employee Dinners, Celebrations, etc.
- Civic & Community Involvement supported & encouraged
- All Insurance Education & Licensing 100% Paid by Employer
- Hybrid schedule may be considered
- Flexible Schedule
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Hands on Training
- Retirement Plan
- Career Growth Opportunities
- Evenings Off
- Mon-Fri Schedule
- Licensing Assistance Available
Company Overview