Insurance Account Manager jobs in United States
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Actsphere Insurance Group · 1 month ago

Insurance Account Manager

Actsphere Insurance Group is seeking a conscientious and motivated licensed insurance agent. The role involves the production of new accounts and retention of existing ones, providing high-quality service to clients.

Auto InsuranceInsuranceLife Insurance

Responsibilities

Assist in the remarketing of current client policies
Look for cross-sell opportunities when speaking with clients
Complete Acord forms and COIs and ensure accuracy
Process payments
Conduct policy reviews
Present and explain insurance policy options based upon prospective client needs and their personal goals
Process change requests to existing policies
Communicate with insureds and underwriters to ensure risks are properly accessed, re-marketed, and written
Respond to all inquiries, cancellation requests, and sales requests within a specified time frame
Other functions as assigned by management

Qualification

Licensed insurance agentSales backgroundAgency automation systemPresentation skillsProfessional phone etiquetteLeadership skillsTeamworkEffective communication

Required

Possess a genuine willingness to learn, be intuitive and resourceful as well as coachable
Professional phone etiquette
Display leadership competencies, including ability to delegate, engage, and inspire others
Strong work ethic and leadership skills
Successful sales background
Must be personable, knowledgeable, dependable, and work well in a team environment
Effective presentation skills both verbally and in writing are necessary
Ability to use a personal computer, agency automation system, and proficiency in various software programs, including, but not limited to Microsoft Word, Excel, and Outlook

Benefits

401k
Dental insurance
Health insurance
Paid time off
Vision insurance
Disability Insurance
Life Insurance

Company

Actsphere Insurance Group

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Actsphere Insurance Group is an insurance agency that offers auto, business, flood, and life insurance services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase