Personal Lines Account Manger

Job Description

Responsibilities:
- Process customer policy change requests.
- Secure Trailing Documents from customers.
- Handle incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Develop new sales opportunities.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Take premium payments from customers.
-Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
- Schedule appointments for sales staff to meet prospective customers


Job Requirements:
- Possess a property & casualty/ Life insurance license  plus but not required
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Create relationships from a cold start.
- Proficiency to multi-task, follow-thru and follow-up.
- Professional phone etiquette.
- Follow through and exceed current and prospective client expectations.
- Great Customer Service Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.


This Company Describes Its Culture as:


  • Detail-oriented -- quality and precision-focused
  • Stable -- traditional, stable, strong processes
  • People-oriented -- supportive and fairness-focused
  • Team-oriented -- cooperative and collaborative

 


Compensation:  Salary, monthly commission, annual bonus


 


Location is Mariette, Georgia 


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