What are the responsibilities and job description for the Agency Account Manager, Expert Insurance position at Balise Motor Sales?
Agency Account Manager
Expert Insurance, LLC is a cutting-edge concept-become-reality in the world of auto & home insurance. Be a true advocate making a difference in the lives of others, solving problems, and learning a variety of skills for your professional and personal development.
Schedule:
- Monday – Friday
- One Saturday per month (Day off during the week to make up for the Saturday)
Why join Expert Insurance?
- Work in a stable industry with a positive, rewarding, and down-to-earth culture
- Leadership team that’s engaged, trustworthy, and employee focused
- Generous base salary, recognition & incentives, and advancement opportunities
- Paid training, holidays, and time-off
- License/certification reimbursement plan
- Health, HSA, FSA, life, dental, vision, short & long-term disability insurance benefits and more
- 401(k) plan with a company match
Responsibilities:
- Service (and in some cases sell) Property & Casualty (P&C) insurance products face to face and via phone/on-line
- Process changes to existing Auto, Home, Renters, Condo, Umbrella, etc.
- Strengthen and nurture client relationships by providing exceptional customer service experiences
- Conduct quality insurance and post purchase reviews to ensure a smooth transition to renewal and a seamless onboarding process
- Responsible for daily checks of service-related matters including but not limited to billing, retention, endorsements, legal documentation, claims, underwriting, home inspections, administrative/follow up tasks etc.
- Support dealership relationships by verifying accurate evidence of insurance is received
- Display high levels of integrity, professionalism, respect, and excellent customer experiences
- Adhere to compliance guidelines and all state regulations
Environmental & Physical Requirements:
- While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands and fingers to feel and handle, reach with arms and hands, talk and hear. While performing the duties of this job, the employee may incidentally be required to stoop, kneel and crouch, lift weight or exert a force up to a maximum of 25 pounds
Benefits Include:
- Health, dental, life and disability insurance
- 401(k) with company match
- Flexible spending accounts
- Paid Time-Off
- Proven track record of exceeding customer satisfaction objectives
- BA degree or equivalent experience preferred
- Independent agency customer service experience preferred (P&C)
- Valid Property & Casualty License / Personal Lines a plus
- Bilingual, Spanish speaking preferred, but not required