Insurance Advisor responsible for advising clients on coverage and managing their onboarding. Engage with clients through multiple channels to deliver exceptional service and establish trusted relationships.
About the role
- Personal Insurance Account Manager at Dean & Draper Insurance Agency, LP handling customer inquiries and providing insurance solutions. Responsible for maintaining strong client relationships and service delivery.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with new clients or support a producer in understanding their needs and finalizing coverage.
- Maintain records of customer interactions and transactions in the agency management system.
Requirements
- Hold the insurance license required by your state
- Have a minimum of two years of insurance account management experience
- Bachelor’s Degree or comparable work experience
- Strong knowledge of insurance products and usages
- Strong customer focus and an excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills to perform calculations
- Excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Paid time off
- Vision insurance
Job title
Job type
Experience level
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Degree requirement
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