Insurance - Small Business Account Manager

INSURANCE - Small Business Account Manager

Heaton Bennett Insurance is one of the fastest growing insurance agencies in Texas for a reason! We are growing aggressively and seeking “A” players to join our team. We are looking for someone willing and able to jump right into the small business account manager position.

Our Agency Core Values that serve as our guiding principles and those to be shared as a team member are:
Give Purpose to our team. Put Family first. Provide Security. Have Integrity. Deliver good Communication. Stay Driven.

We focus on a team atmosphere, and we nurture a fast paced and fun environment. Not only will you get free premium training to succeed, but there are opportunities for bonuses and incentives. You don’t have to give up your weekends, evenings, or family life. We utilize the best technology to be more efficient and 100% paperless. We will provide training and instruction as needed but will not be micromanaging your work. We are here to coach, train, and mentor people who want to succeed.

In the Small Business Account Manager position, you will:

• Provide the highest quality of professional service to every customer.
• Maintain knowledge of products.
• Grow sales by cross selling and rounding out accounts in your existing book of business. There are opportunities to earn bonuses for cross-selling, rounding out and promoting Life policies.
• Service existing clients in person, email, telephone and sms text.
• Prepare renewals, remarket accounts, and manage your book of business.
• Quote and Issue new policies.
• Review and process all incoming correspondence and respond in a timely manner.

Heaton Bennett Insurance employs a team of commercial lines processor virtual assistants who support a large variety of servicing tasks. Some include – COI preparation and delivery, policy billing issues, streamline email management, audit support, claims support and more.

Why you should care that Heaton Bennett Insurance Agency is in the top 1% in the Nation for technology?

• CRM that does more than half your work.
• Automatically connect with prospects and clients via Text, Ringless Voicemails, and Emails
• Quoting tools that reduce the time spent preparing proposals
• Sales Tracking Tools provider deeper insights into your conversions
• In house developers to help build processes around your selling & servicing styles
• Retention Tools
• You make more money quicker and retain your business longer!

Compensation & Benefits:

• This position can be – in office, hybrid, or 100% remote. In office or hybrid preferred if candidate is near and reasonable commute to our agency.
• Salary Plus, Commissions & Bonus Opportunity
• Starting Based on Prior Experience.
• Salary range $45,000 - $75,000

• Group Health Insurance, Dental, Vision, Life and Disability
• Retirement Plan with Employer Matching up to 3%
• Flex Time
• Paid Vacation and Holidays PLUS Yearly Additional Paid Vacation Between Christmas and New Year’s

Requirements for Small Business Account Manager:

• Property and casualty insurance license is required.
• Must have knowledge of commercial lines insurance coverages and products.
• Familiarity with the operations of an Independent Insurance Agency
• Previous insurance experience required
• Must be customer service oriented
• Must have the ability to work independently and possess organization skills to manage numerous, varied, detailed tasks.
• Must have computer skills and ability to use Office software programs
• Applicant must be articulate and friendly, demonstrate professional appearance and have a strong work ethic.
• Endorse technology over “old school” models.

As long as you are coachable, driven, and accountable then we will train you to be successful.

Job Type: Full-time

Pay: $45,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid jury duty
• Paid time off
• Paid training
• Tuition reimbursement
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday
• No nights
• No weekends

Supplemental Pay:

• Bonus pay
• Commission pay

Application Question(s):

• Do you have experience with using the EZLynx Management system?
• Do you have CRM experience?
• How many employers have you had in the past 5 years?
• How many years of Commercial Lines Insurance experience do you have?

Language:

• English and Spanish (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Austin, TX 78759

Salary : $45,000 - $75,000