Insurance Account Manager
3 weeks ago
About the Role
We are seeking a highly motivated and experienced Insurance Account Manager to join our team at Western Financial Group. As an Insurance Account Manager, you will be responsible for supporting new and existing customers by offering recommendations for products and services required.
Key Responsibilities
- Support new and existing customers by offering recommendations for products and services required
- Promote retention of existing customers by building strong relationships and providing quality customer service
- Navigate multiple insurance partner online portals to complete customer applications
- Quote new business through outbound calls and walk-in clients
- Communicate with insurance company Underwriters to ensure evolving guidelines are met
- Prospect and up-sell to clients on all lines of business sold
- Liaise between client and external insurance partners to ensure fair and proper representation for both parties
- Continuous self-development, through industry and community involvement, and industry related courses
Requirements
- RIBO License required
- Experience providing excellent customer service
- Must be able to communicate professionally in person, over the phone, and through email
- Experience managing a book of business or relatable work experience
- A desire to learn new systems and processes
- Strong problem-solving skills and the ability to adapt to different work environments
- Passionate about helping people, self-driven, and determined to succeed
What We Offer
We take pride in providing programs that add value to our people's lives. Eligible employees receive a competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please reach out to us.
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