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
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
Patrick McNealis Insurance and Financial Group provides home insurance, auto insurance, life insurance, and commercial insurance services.
Funding
Current Stage
Early StageCompany data provided by crunchbase