Insurance Business Manager
4 weeks ago
As an Account Executive at Western Financial, you will be responsible for managing a book of business and ensuring customers have the coverage they need. This role requires insurance expertise and the ability to provide recommendations for products and services.
Key Responsibilities
Support new and existing customers by offering solutions to meet their needs
Build strong relationships with customers to promote retention and provide quality service
Navigate insurance partner portals to complete customer applications
Quote new business through inbound and outbound calls and client interactions
Communicate with Underwriters to ensure evolving guidelines are met
Prospect and up-sell to clients on all lines of business sold
Liaise between clients and insurance partners to ensure fair representation
Requirements
RIBO License required
Experience providing excellent customer service
Strong communication skills in person, over the phone, and through email
Experience managing a book of business or relatable work experience
Desire to learn new systems and processes
Strong problem-solving skills and ability to adapt to different work environments
Passionate about helping people and self-driven
What We Offer
37.5 hours per week
Remote work option
Competitive compensation package including 3 weeks' vacation and 14 wellness days
Eligible for company matching investment and savings programs
100% employer-paid group benefits including a healthcare spending account
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