- With consulting ability to make sizable commission on new policies & renewals
- Build and maintain strong relationships with clients to create a loyal customer base.
- Enter data accurately and keep track of records regularly to ensure the accuracy and validity of the information.
- Respond to customer inquiries regarding policy questions, changes, and updates. Issue Insurance Documentation
- Answering incoming phone calls and scheduling appointments
- Address the clients concerns carefully, clearly, and professionally.
- Treat each customer contact as a cross and up-sell opportunity including financial products and asking for referrals.
- Must have a Washington Life & Health insurance License.
- 2+ years in Benefit l Lines Experience is Required.
- Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
- Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS.
- Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
- Demonstrate strong typing skills, efficiently entering and processing data to meet deadlines and client needs.
- Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
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Insurance Account Manager - Kirkland, United States - CHOICE Insurance LLC
Description
Job Description
Job DescriptionCultivate Success as an Insurance Producer Role: Your Gateway to a Fulfilling Career.
In business since 1986, join our team at CHOICE Insurance LLC and become part of a dynamic team appointed with numerous insurance agencies. We have a collaborative team of Producers and agents, and we are eager to expand our roster. Most of our team members transition to working from home after their training period, enjoying the flexibility of a hybrid model. We pride ourselves on being a close-knit partnership where everyone understands their role and contributions, and comprehensive training ensures that you understand what our agency is all about.
As an Insurance Account Manager, you will be a key player in our partnership-based agency. We are dedicated to providing a family-like atmosphere and an open-door policy, treating every team member with care and respect. Our approach is hands-off in terms of micromanagement, allowing you the freedom to excel and contribute to our agency's success.
If you're prepared to become a valued member of our close-knit team, excel in an adaptable work atmosphere, and make a meaningful contribution to our collaborative agency, take the first step in your journey by applying for the role of Insurance Account Manager at CHOICE Insurance LLC. Apply Today
Benefits
Annual Base Salary Based on Experience
Base Salary Plus Commission
Paid on Renewals
Paid Time Off (PTO)
Evenings Off
Weekends Off
Paid Holidays
Professional Development
Hands-On Training
Professional Work Environment
Equipment Provided
Paid Sick Leave
Health Insurance
Dental Insurance
Monday - Friday (8am - 5pm) Work Schedule
Hybrid Work From Home Opportunities AFTER Training in Office
First Year Renewal Commission
75% of Health Insurance Cost Covered by Agency
Responsibilities
Requirements