Account Manager responsible for expanding and increasing revenue from a portfolio of high - potential clients. Key focus on building relationships and driving growth within the client base, while utilizing analytical insights.
GU
Hybrid Personal Lines Account Manager II
Posted last month
About the role
- Personal Lines Account Manager II at Greylock Insurance Agency assists clients with insurance options and claims. Responsible for client interactions, policy management, and meeting service standards.
Responsibilities
- Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to clients
- Gathers information to prepare quotes for underwriting
- Discusses options/quotes and makes recommendations for policy suggestions/changes
- Advises and assists customers in claims process
- Takes ownership of assigned portfolio and provides excellent customer service
- Annual review of policies including remarketing with other carriers
- Handles new business clients from various sources
- Achieves standards in up-selling/cross-selling policies
- Cross-sells Greylock products to non-Credit Union members
- Understands insurance concepts and explains contract terms
Requirements
- High School diploma or equivalent
- Two+ years of insurance experience preferred
- Successful completion of producer licensing within the first 3 months from date of hire
- Excellent verbal communication, telephone etiquette, customer service and organizational skills
- Attention to detail and ability to multi-task
- Proficient knowledge of MS Office (Word, Excel, Outlook)
Benefits
- Sign on Bonus $1,500
- Competitive benefits package including health insurance, retirement plans, 401k with employer match, dental and vision insurance, short and long term disability
- Employee incentive plans
- Profit sharing opportunities
- Offer innovative benefits like pet insurance and Medicare employee assistance
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