Account Manager/Insurance Producer

Basic Description:

The Account Manager/Insurance Producer is a licensed individual to interact with customers to quote, write, sell Property & Casualty along with other lines of Insurance and manage all facets of their insurance policies. Will primarily be charged with handling existing book activities such as policy changes, re-markets, document follow up etc. We believe in working to understand and serve customers to meet their insurance and financial security needs. For qualified candidates this role will be hybrid.

Responsibilities:

• Contacts prospective clients about insurance products and policies.
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
• Suggests modifications and updates to clients’ existing insurance policies.
• Builds customized insurance policies and packages to meet clients’ needs.
• Processes insurance policy renewals.
• Assists clients with filing insurance claims.
• Maintains print and electronic records and files as required.
• Performs other related duties as assigned.
• Service to internal leads and existing book of business
• Monitor renewals and provide re-market quotes
• Call on policyholders to deliver and explain policy, initiate back end follow up
• Ensure that policy requirements are fulfilled, including any necessary inspections and the completion of appropriate forms for coverage
• Confer with clients to obtain and provide information when claims are made on a policy
• Perform administrative tasks, such as maintaining records, providing documents to third party companies and handling policy renewals
• Maintain relationships with clients by providing support, information and guidance to retain their business
• Values transparency and honesty, always investing in customer relationships
• Shares their expertise to help educate customers and build trust—especially in new relationships.

Qualifications & Skills:

• High school diploma or equivalent required
• Licensed to sell insurance in applicable states.
• 2 years of related experience preferred.
• Extensive knowledge of various insurance products and policies.
• Ability to determine best insurance policy for individual clients.
• Excellent interpersonal and sales skills.
• Ability to identify and contact prospective clients.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.
• Proficiency in Vertafore systems a plus.
• Prolonged periods sitting at a desk and working on a computer
• Maintain current licensing in all applicable states
• Working knowledge of insurance and state regulations for personal lines
• Experience quoting and working with multiple carriers in a broker environment
• Experience working in AMS 360 Management System or Applied System
• Excellent organizational and communication skills
• Motivated self-starter comfortable working in a broker environment