Momentum Insurance & Financial Services, Inc. ยท 1 day ago
Insurance Account Manager
Momentum Insurance & Financial Services, Inc. is looking for motivated and experienced Property & Casualty Insurance Account Managers to join their team. The role involves quoting and selling new business policies, providing service to existing customers, and preparing customers for renewal.
Responsibilities
Present and sell insurance policies to new and existing clients
Develop and calculate suitable plans based on clients' needs
Resolve client inquiries and complaints
Maintain and service existing clients
Comply with insurance standards and regulations
Track and identify areas of improvement
Qualification
Required
MUST have a current Texas Property & Casualty Insurance license
Previous experience in insurance, customer service, or other related fields
Strong knowledge of Microsoft Office and personable phone skills
Demonstrated ability to communicate, present, influence, and sell effectively
Excellent written and verbal communication skills
Ability to prioritize and multitask
Preferred
1+ years of experience using AMS management system strongly preferred
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Parental leave
Company
Momentum Insurance & Financial Services, Inc.
There's a reason our customer retention is the best in the industry - we aren't your average insurance agency.
Funding
Current Stage
Early StageCompany data provided by crunchbase