Commercial Insurance - Junior Account Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Patrick McNealis Insurance and Financial Group · 1 month ago

Commercial Insurance - Junior Account Manager

Patrick McNealis Insurance and Financial Group is seeking a Junior Account Manager who excels in building strong customer relationships with business clients. The role involves developing insurance quotes, supporting the sales team, and ensuring customer satisfaction through effective communication and problem-solving.

Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife Insurance

Responsibilities

Be outstanding at relationship building
Thoroughly understand and follow all underwriting, rating and compliance requirements
Develop insurance quotes and support the sales team
Marketing quotes to a variety of carriers
Maintaining client files in our management system
Follow up with customers to assure satisfaction, respond to queries, and solve or refer problems
Presents and explains insurance policy options based upon prospective client needs
Provide customers with additional information about new products and services
Provide audit support

Qualification

Property & Casualty licenseIndependent carrier experienceManagement system experienceAttention to detailsProblem-SolvingCommunicationTeam player

Required

Possess a genuine willingness to learn, be intuitive, resourceful and coachable
Currently possess a Property & Casualty insurance license
Confident, self-starter who works well independently
Follow through and exceed current and prospective client expectations
Problem-Solving Capabilities
Attention to details
Works well with other employees and is a team player with a positive attitude
Strong communication

Preferred

Independent carrier experience
Commitment to the insurance business via professional designations

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Career Growth Opportunities
Retirement Plan
15 days of Paid Time Off

Company

Patrick McNealis Insurance and Financial Group

twittertwitter
company-logo
Patrick McNealis Insurance and Financial Group provides home insurance, auto insurance, life insurance, and commercial insurance services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase