David Munson Insurance & Financial Services Inc. · 3 weeks ago
Account Manager - State Farm Agent Team Member
David Munson Insurance & Financial Services Inc. is seeking an Account Manager to join one of the top performing teams in the country. The role involves advising prospects on various insurance products and ensuring their best interests are prioritized.
Insurance
Responsibilities
Achieve goals and measurables by writing new property and casualty insurance from leads that are provided by the agency
Ensure that the Agency Process is followed on a consistent basis with all prospects
Accountable for managing a pipeline in the CRM and following up with all prospects accordingly
Responsible for accurate underwriting
Ensure all documents are received and e-signed by prospects that have purchased insurance
Demonstrate competency and knowledge of new products & rules for our industry
Qualification
Required
Self-driven individuals who are 'A' players
Ability to generate results through advising prospects on property, casualty, life and health insurance
Accountable for managing a pipeline in the CRM and following up with all prospects accordingly
Responsible for accurate underwriting
Demonstrate competency and knowledge of new products & rules for our industry
Preferred
Experience in the industry is not necessary
Top notch training and resources provided
Benefits
401(k) matching
Health insurance
Paid time off
Signing bonus
Company
David Munson Insurance & Financial Services Inc.
We focus on Auto, Home/Renters, Life, and Health Insurance throughout the Washington, D.C.
Funding
Current Stage
Early StageCompany data provided by crunchbase