What are the responsibilities and job description for the Collections Specialist - The Walker Agency position at James Walker Allstate Agency?
Job Description
A collections specialist at James Walker Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales and retention.
Responsibilities:
- Identify and qualify opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely account reviews, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
- Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Qualifications:
- Hold a Georgia Property and Casualty insurance license (preferred) but will train the right motivated candidate.
- Have a minimum of two years of collections, sales or insurance account management experience.
- Possess a valid driver’s license and a source of reliable transportation.
- Demonstrate strong knowledge in methods of collecting and have desire of learn insurance product, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
- Have a proven track record of business to customer collections success. Possess strong presentation, persuasion, and negotiation skills with the ability to collect premium and close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Salary : $30,000 - $45,000