Personal Insurance Account Manager - Waynesboro, United States - Weaver Insurance and Financial Advisors

Weaver Insurance and Financial Advisors
Weaver Insurance and Financial Advisors
Verified Company
Waynesboro, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Benefits:


  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Health insurance
  • Paid time off
  • Profit sharing
  • Training & development

_Mission of the Personal Lines Account Manager_

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.

Account managers focus on growth within their current book of business while also backing up their co-workers.


_Desired Outcomes of this Role_

  • Maintain a retention rate of 93% on your book of business
  • Proactively reach out to clients
  • Conduct ongoing account reviews for your designated portion of the business
  • Work efficiently and effectively with clients on their policies
  • Effective account rounding
  • Generate referrals for personal lines and other departments including financial
  • Educate the clients about the benefits of having our agency as their agency
  • Proactively call cancelled business that we want back with the agency to try to win them back immediately
  • Obviously do not call those that are not eligible or that we do not want due to loses, poor pay or other adverse underwriting issues. Use your good judgement
  • The goal is to get back our good quality customers that we have lost
  • Generate additional revenue on the book of business
  • Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
  • Identify account rounding opportunities and proactively pursue them
  • Identify coverages that clients have with other agents
  • Generate demand for coverages the client didn't know they needed (i.e. umbrella, extended nonowned auto, inland flood, earthquake etc)
  • Work to attract the business owner's commercial insurance and financial services needs to the agency
  • Consistently share the agency's referral program with clients


  • Conduct account reviews

  • Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
  • Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
  • Follow agency remarketing guidelines
  • Provide outstanding inbound service on claims, billing questions and endorsements
  • Work to manage clients' expectations
  • Use every opportunity to confirm and update client contact information
  • Educate clients on the benefits of using our agency
  • Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
  • Document the management system
  • Follow agency service standards on follow up and follow through
  • Positive attitude and efficient work ethic
  • Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
  • Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
  • Create and maintain relationships with clients in accordance with our core values
  • Get to know your clients on a personal level
  • Conduct audits on new business files
  • Work with the producers to check their new business files for accuracy
  • Send any onboarding materials to clients postsale
  • Update any missed new business items
  • Sell new business for the agency referrals, account rounding, cross selling, upselling
  • Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
  • Follow the agency sales process
  • Follow up according to the sales process
  • Work to support the marketing and branding team in the following ways:
  • Provide them any business cards to be entered into marketing campaigns
  • Share agency social media posts on personal social networks
  • Participate in pictures and agency branding opportunities when invited
  • Other responsibilities as directed by your manager

Values:


STRIVE

S- Service: We understand that every interaction with a client is an opportunity to make a positive

impact, solve the client's needs, and enhance our standing in the clients' eyes.


T- Teamwork: We foster a collaborative and fun environment where every person is focused on

being the best they can.


R- Respect: We treat every individual with respect inside and outside our organization, regardless of

their role, background, or beliefs.


I-Integrity:
We uphold the highest standards of honesty, ethics, and transparency in all our actions.


V- Value Creation: We continually seek opportunities to add value through our products, services, and relationships. Our primary goal is to create value for our clients and employees.


E- Efficiency: We will be efficient and effective in all operations and processes. We empower our team to be problem solvers that take initiative and present s
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