Account Manager II
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Weichert Co. is hiring an Account Manager II. The Account Manager II provides excellent customer service to a growing group of clients across multiple states, responding to inbound service requests for personal lines insurance. The role facilitates client retention by conducting annual policy reviews and soliciting additional lines of business for referral to an Account Executive for conversion.
Key focus areas include Provides superior customer service to improve customer loyalty., Addresses client service requests and explains coverage and procedures., and Answers client questions and escalates issues as they arise..
Successful candidates bring High School Diploma Or GED, Property And Casualty Insurance License, and 3 Years Relevant Insurance Work Experience. Important skills include Customer Service, Recognize Opportunities, Maintain High Ethical Standards, Quality Service, Microsoft Office Suite, and Oral Communications.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Experience Required
3 years
Minimum Education Required
High School Diploma or Equivalent
Compensation
$15.92 / Hourly
Hours Per Week
40
Number Of Positions
1
Shift
First Shift (Day)
Job Description
Description
The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion.
Essential Duties and Responsibilities
Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise.
Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals.
Assists members of their dedicated sales/service team as needed.
Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed.
Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures.
Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards.
Remains in compliance with all WIA carrier guidelines and binding authority limits.
Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management.
Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day.
Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization.
Performs other duties as assigned.
Minimum Qualifications
Education, Certification, and License Requirements
High school diploma or GED
Property and Casualty Insurance License required
Experience
A minimum of three (3) years of relevant insurance work experience
Knowledge, Skills, and Abilities
Excellent customer service skills
Ability to recognize opportunities and refer accordingly for conversion
Ability to maintain high ethical standards and quality service to ensure success
Proficiency in Microsoft Office suite of products
Strong oral and written communications skills
Ability to multitask in a fast-paced environment
Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
Strong attention to detail
Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.
Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Place of Work
On-site
Requisition ID
ACCOU001010
Job Type
Full Time
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