Personal Lines Account Manager -

The Brooks Group, an Insurance and Financial Strategies firm, has an immediate opening for a Personal & Commercial Lines Account Manager - working with our team in Cedar Rapids Iowa. The Personal Lines Account Manager's primary responsibilities include; maintaining high account retention by providing excellent customer service which includes risk management assessments/advice, cross-selling appropriate services to existing clients, and managing daily service requests. Additional duties include in-bound sales and claims advocacy.

The ideal candidate will add to and bolster The Brooks Group’s unique culture - a fast paced environment that is client focused and results driven. We are built on enthusiasm, entrepreneurship, integrity, communication, proactive problem solving and a genuine passion for serving others.

Responsibilities include, but are not limited to:

· Receive, document and process all insured requests for service ( changes, auto ID, quotes, etc.)

· Round out existing account by proactively selling additional personal & Commercial lines coverages or policies.

· Initiate contact with current clients, including outbound calls, email and written correspondence to recommend and sell additional lines of coverages appropriate. Conduct annual insurance reviews.

· Quote, review, and sell policies to in-bound callers, walk-ins, referrals, or current clients, utilizing agency and carrier guidelines

· Assist in directing clients with routine service needs to the carrier Service Centers

· Answer client's questions related to their coverages or policy status

· Maintain electronic files accurately and consistently to agency standards

· Establish trust with leaders in order to achieve great experiences for the client

· Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings

Education & Experience:

· High School diploma or equivalent required

· College degree preferred or comparable work experience

· Personal & Commercial Lines license must be obtained within 90 days of hire

· Personal & Commercial Lines and/or customer service experience desirable

· Proficient in Microsoft Word, Excel, PowerPoint, Outlook and able to quickly learn and utilize other computer applications

Skills & Competencies:

· Strong organizational and time management skills

· Ability to prioritize work load

· Extremely accurate and detail-oriented

· Strong and professional verbal and written communication skills

· Excellent customer service skills

· Treats external and internal clients professionally at all times.

Job Types: Full-time, Part-time

Pay: $66,000.00 - $96,000.00 per year

Expected hours: No more than 40 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Cedar Rapids, IA 52401: Relocate before starting work (Required)

Work Location: In person