What are the responsibilities and job description for the P&C Licensed CSR-Agent position at The Jonus Group?
Job Description
Account Manager - Insurance Agency
Job Summary
Seeking a dedicated and experienced Account Manager to join a dynamic team at a well-established insurance agency. This role is pivotal in managing client relationships, ensuring exceptional service delivery, and supporting the growth of our business. The ideal candidate will have a strong background in insurance, excellent organizational skills, and a passion for providing top-tier customer service. This is a fully in-office position, offering an opportunity to work in a collaborative and professional environment.
Compensation Package
Account Manager - Insurance Agency
Job Summary
Seeking a dedicated and experienced Account Manager to join a dynamic team at a well-established insurance agency. This role is pivotal in managing client relationships, ensuring exceptional service delivery, and supporting the growth of our business. The ideal candidate will have a strong background in insurance, excellent organizational skills, and a passion for providing top-tier customer service. This is a fully in-office position, offering an opportunity to work in a collaborative and professional environment.
Compensation Package
- Salary: Competitive and commensurate with experience.
- Benefits: Full benefits package, details to be provided during the interview process.
- Manage a portfolio of insurance accounts, ensuring client satisfaction and retention.
- Handle daily administrative tasks, including quoting new and renewal business.
- Collaborate with team members to provide seamless support for clients across various lines of business.
- Maintain accurate records and documentation for all client interactions and policies.
- Provide expert advice and solutions tailored to clients' insurance needs.
- Assist in the growth and development of the agency by identifying opportunities for cross-selling and upselling.
- Ensure compliance with industry regulations and company policies.
- Licenses/Designations: Required licenses in relevant insurance lines.
- Experience: Minimum of 3-5 years of experience in an insurance account management role.
- Technical Skills: Proficiency in insurance software and tools.
- Soft Skills:
- Strong communication and interpersonal skills.
- Exceptional organizational and time-management abilities.
- Problem-solving mindset with attention to detail.
- Ability to work collaboratively in a team-oriented environment.
- Customer-focused with a proactive approach to service delivery.
- Education: Relevant educational background in business, finance, or a related field is preferred.