Insurance Account Representative

About us

At Legacy Insurance Partners, our goal is to create an atmosphere where people can become fully engaged, enjoy what they are doing and be successful. We work to ensure that every associate embraces what makes Legacy Insurance Partners different and excellent. For us, it starts with hiring the right people.

• We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.
• We hire experienced professionals who dedicate themselves to understanding the industry and providing effective advice. We hire candidates​ who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it is about creating a client experience that is unmatched.

Attracting the right people is only half the battle. Our goal is to ensure that every associate understands their actions affect the outcomes of the firm. We are dedicated to reinforcing this culture and providing resources which enable each team member to become an ideal team player. The below summary of Position isdesigned to serve as a general overview and does not list every aspect of the position.

At Legacy Insurance Partners, our goal is to create an atmosphere where people can become fully engaged, enjoy what they are doing and be successful. We work to ensure that every associate embraces what makes Legacy Insurance Partners different and excellent. For us, it starts with hiring the right people.

· We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline.

· We hire experienced professionals who dedicate themselves to understanding the industry and providing effective advice. We hire candidates​ who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it is about creating a client experience that is unmatched.

Attracting the right people is only half the battle. Our goal is to ensure that every associate understands their actions affect the outcomes of the firm. We are dedicated to reinforcing this culture and providing resources which enable each team member to become an ideal team player. The below summary of Position isdesigned to serve as a general overview and does not list every aspect of the position.

Position Summary

The Business Insurance Account Manager is responsible for assisting clients with service needs and making changes to existing accounts; meet service and sales delivery standards; and perform essential functions to the quality and service standards developed by the agency.

The responsibilities include day-to-day maintenance and servicing of Business Insurance accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of new and renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service.

Full -Time – Monday through Friday- 8:00am – 5:00pm

Competitive salary and complete benefit package

FLSA Status: Exempt

Position Expectations

• Engage in daily servicing of new and existing accounts which includes but is not limited to, advising prospects and clients regarding coverages and adapting policies to their needs, negotiating with carriers regarding rates and policy coverages, and providing claims assistance when needed.
• Perform reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• Participate 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.
• Participate in any special projects at management’s request.

Position Qualifications & Experience

• Have or obtain the appropriate state license(s).
• Two-year associate college degree preferred.
• Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems.
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction

Essential Skills

• Verbal Communication skills - Convey ideas persuasively; either speaking spontaneously or in a prepared presentation.
• Written communication skills – Writing must be concise, organized and clear.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Analytical and computing skills – Analysis must be accurate and astute.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Aptitude in areas of technology, products and marketplace.
• Demonstrates business acumen, consultative selling skills, and understands value-based selling.
• Ability to work in a high pressured, fast-paced environment with significant telephone disruption.
• Ability to work well in a team environment
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must regularly lift and /or move up to 10 pounds. Specific vision abilities required by this job include Close vision and Distance vision. While performing the duties of this Job, the employee is regularly required to talk or hear

Comments:

This description is intended to describe the essential job functions, the general supplemental functions and the essential requirements for the performance of this job. It is not an exhaustive list of all duties, responsibilities and requirements of a person so classified. Other functions may be assigned and management retains the right to add or change the duties at any time.

Job Types: Full-time, Permanent

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Customer relationship management: 2 years (Preferred)

Work Location: In person