What are the responsibilities and job description for the Account Manager, Personal Lines position at Smith Brothers Insurance, LLC.?
Description
Why Smith Brothers Insurance Needs You
We are seeking a motivated individual to join our Personal Lines Team as a Producing Account Manager, responsible for sales and service of a book of business. Our ideal candidate will have experience working in both sales and client service. This position will have an identified sales goal and work with prospects and clients to grow and service accounts. In order to succeed, a successful team member in this position will need to manage their workflow in an organized way, have a strong attention to detail, and excel in a fast-paced environment.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.
Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.
Why Smith Brothers Insurance Needs You
We are seeking a motivated individual to join our Personal Lines Team as a Producing Account Manager, responsible for sales and service of a book of business. Our ideal candidate will have experience working in both sales and client service. This position will have an identified sales goal and work with prospects and clients to grow and service accounts. In order to succeed, a successful team member in this position will need to manage their workflow in an organized way, have a strong attention to detail, and excel in a fast-paced environment.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
- Be responsible for meeting an annual sales goal.
- Maintain and grow a book of business through marketing activities, pro-active touches, round outs, cross leads, and referrals.
- Respond to client service needs including policy changes, billing, finding coverage solutions, etc.
- Maintain account files according to established procedures, while showing good organizational skills and attention to detail.
- Show thoroughness in all client file documentation.
- Act as a client liaison and advocate by effectively listening and communicating to uncover client’s needs and handle conflicts.
- Flexibility to take on additional responsibilities and projects as needed.
- Pursue personal and professional development.
- Follow department and agency defined processes, procedures, and workflows.
- Review, update, and develop processes and workflows as needed.
- Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
- Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders.
- Ability to make independent decisions, research/analyze problems, and develop solutions that will provide outstanding customer experience and support our team goals.
- Effective client service skills and an understanding of how to utilize resources to meet client’s needs.
- Working knowledge of Microsoft Office Product Suite.
- Ability to learn and utilize an agency management system and other technology essential for the job function.?Professional and effective communication skills – verbal, written, presentation, and in pressure environments.
- Comfortable communicating with all stakeholders at various levels.
- Strong organizational skills and attention to detail.
- Ability and desire to work independently and collaboratively in a fast-paced team environment.
- Ability to plan, organize, and prioritize time and competing priorities to reach goals and meet deadlines.
- Ability to adjust to shifting priorities.
- Ability to solve practical problems and deal with a variety of concrete variables in situations.?Desire to work in a fast paced and growing organization.
- Desire and commitment to engage in ongoing training, learning, and development in order to stay ahead of marketplace trends, while continuously developing sales and service skill sets.
- Flexibility to take on additional responsibilities and projects as needed.
- Strong work ethic and demonstrated resilience and grit to overcome hurdles.
- Team player who consistently defaults to good.
- Keep current with continuing education requirements and maintain knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace.
- Two plus years of personal lines client service experience in agency setting. Sales experience a plus.
- New York Property & Casualty Insurance License required and ability to get licensed in other states as needed.
- Previous experience working in a team environment and establishing positive working relationships.
- Commitment to continuous process improvement and team development.
- High School Diploma or equivalent (GED) is required. College degree preferred.
- Fast paced office environment with significant telephone, email, and technology use.
- Ability to view computer monitors for extended periods of time.
- Potential for Flexible Work Arrangement.
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.
Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.