- Humble, Hungry, and Smart: We value individuals who are humble, eager to learn and grow, and possess sharp problem-solving skills.
- Driven and Self-Motivated: The ideal candidate will be self-driven, proactive, and able to take initiative to meet and exceed goals.
- Team Player: While the role requires independent work, collaboration and teamwork are essential for success in our environment.
- Detail-Oriented: Accuracy and attention to detail are critical for managing client accounts effectively.
- Technology Comfortable: Proficiency with technology and a willingness to adapt to new systems and tools is necessary for success in this role.
- Provide outstanding customer service to clients, addressing inquiries, and resolving issues in a timely and professional manner.
- Manage client accounts, including communication with clients, carriers, and team members.
- Offer advice and assistance with policy renewals, changes, and coverage needs.
- Ensure accurate documentation of all processes in management systems.
- Collaborate with team members to optimize workflow and achieve team goals.
- Must have a current and active Property & Casualty Insurance License.
- Must have at least 1 year in current position in Personal Insurance Account Management or Customer Service experience
- Excellent communication and interpersonal skills.
- Strong organizational skills and ability to multitask effectively.
- Ability to work independently while also contributing to a collaborative team environment.
- Group Medical, Dental & Vision coverage.
- Supplemental Benefits
- Robust Paid Vacation & Sick Leave
- Retirement Benefits including Matching
- Continuing Education
- Hybrid Policy eligible
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Description
Job Title: Personal Insurance Account Manager
Location: Wayzata or Coon Rapids, Minnesota (On-site)
Position Type: Full-time, Salaried with Benefits
Salary Range: $45,000 - $65,000 (Depending on Experience)
About Us:
We are a dynamic insurance firm committed to providing clients with guidance, advice and support for their insurance protection.
Position Overview:
We are seeking a motivated and detail-oriented individual to join our team as a Personal Insurance Account Manager. This position offers the opportunity to work on-site at either our Coon Rapids or Wayzata locations, contributing to a collaborative team environment while managing client accounts and providing exceptional customer service.
Key Qualities:
Responsibilities:
Required Qualifications:
Benefits:
People who tend to flourish in this position include those who prefer a service position over a sales position, individuals previously in assistant insurance CSR roles looking to deepen their professional role, and those working in in a captive insurance environment (American Family, State Farm, Allstate, Farmers) looking to expand their professional experiences.
If you are a motivated individual who thrives in a collaborative environment and is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients
