Commercial Insurance Account Manager
4 weeks ago
We are seeking a highly motivated and experienced Commercial Insurance Account Manager to join our team at Western Financial Group. As an Account Manager, you will play a key role in managing a book of business, ensuring our customers have the coverage they need.
Our ideal candidate will have a strong background in commercial insurance, excellent customer service skills, and the ability to communicate effectively with customers, insurance partners, and internal stakeholders.
In this role, you will be responsible for:
- Supporting new and existing customers by offering recommendations for products and services required
- Promoting retention of existing customers by building strong relationships and providing quality customer service
- Navigating multiple insurance partner online portals to complete customer applications
- Quoting new business through outbound calls and walk-in clients
- Communicating with insurance company Underwriters to ensure evolving guidelines are met
- Prospecting and up-selling when talking to public on all lines of business sold
- Liaising between client and external insurance partners to ensure fair and proper representation for both parties
To be successful in this role, you will require:
- A General Insurance Level 2 License
- Experience providing excellent customer service
- The ability 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 our systems and processes
- Strong problem-solving skills and the ability to adapt in the face of adversity
- Passion about helping people, self-driven, and determined to succeed
We offer a competitive compensation package consisting of $55,000 - $65,000 per year, plus benefits, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account. We take pride in providing programs that add value to our people's lives.
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