Account Manager-Insurance

Permanent Opportunity; $45,000k (DOE)

Newark or Zanesville, Ohio

Monday-Friday, 9:00am-5:00pm

What the position offers:

• Simple IRA
• 2 weeks vacation/sick time after 6 months
• Potential for bonuses that are on average 10% of salary (Quarterly)
• Mon-Fri, 9:00am-5:00pm (1 hr. lunch), and optional WFH Wednesdays

What you’ll be doing:

• 30-40% phone (mostly inbound calls), 50-60% email, and 0-10% occasional walk-ins
• Client-facing dealing heavily in customer service and claims issues
• Generates new accounts (Minimum 15 N/B per month, 6 green policies). Premium goal for the month total is $10,000 with $6,000 in green
• Identify and generate cross-sell/up-sell opportunities
• Spread the policies out to selected carriers
• Complete all post-sale processes
• Complete a minimum of 5 uprate/reviews per week
• Secure 1 Google review per month to support the agency's online presence
• Load prospects into Hawksoft – Updating sales pipeline using sub-statuses
• Ensure that customers make buying decisions armed with the right amount of information
• Understand the company’s insurance policies and products and be able to tell whether a policy covers a type of loss or not
• Knowledge of carrier appetites and specialty programs
• Knowledge of carriers' and brokers specialties
• Manages at risk’ clients and retention department
• Assist in soliciting sales of new products and policies
• Suggest coverage enhancements
• Complete quotes in FSC or load in carrier sites for prospects
• Respond in a timely, accurate, and friendly manner to all requests
• Meets or exceeds agency, department, and account service goals and deadlines
• Assist clients with policy changes, billing inquiries, and claims as needed
• Coordinate and/or process new business account billings, certificates, auto ID cards, mortgage communication, filings, and binders
• Maintain organized account files, with proper documentation, file construction, and integrity as required by agency standards
• Maintain strong clientele relationships with customers
• Performs any other duties or projects assigned by management.

Who we’re looking for:

• Must have an active Ohio Property & Casualty License
• Microsoft Office Skills (Outlook Excel), phone skills, organized, good multitasker
• Willingness to complete additional duties and take on additional responsibility as the need arises
• Excellent critical thinking and problem-solving skills
• Ability to manage multi‑task operations/projects and work in a fast‑paced environment
• Excellent oral and written communication and interpersonal skills
• Be a liaison for the service staff and offer feedback on improvements to the agent and service team

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Salary : $10,000