Personal Lines Account Manager

Job Location:

Austin, TX 78759,USA, 78759

Job Category:

Customer Service Representative

Website:

About Independent Insurance Agency

Independent Insurance Agency in Austin, Round Rock, Barton Creek and Bee Cave

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Health Insurance

Life Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Holidays Off

401K Plan

Healthcare Spending Account

Hands On Training

Responsibilities

  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Complete Evidence of Insurance requests.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Maintain client relationships with follow up phone calls.
  • Claims follow up calls.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Requirements

  • 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.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Professional phone etiquette.
  • Career minded vision.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Be able to obtain or currently possess a Property & Casualty insurance license.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Ability to tactfully handle stressful and difficult situations.

Apply Here

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