Insurance Account Manager - Primary Location
Rockwall, TX 75087
About the Job
Join The Petersen Agency, a thriving insurance agency committed to excellence, innovation, and a fully remote work environment. Our team is spread across the nation but united in our passion for delivering top-notch service to our clients. Based in the heart of Rockwall, Texas, we bring a local touch to a virtual workspace, fostering a strong sense of camaraderie and collaboration.
As our next Insurance Account Manager, you will play a pivotal role in managing client accounts, tailoring insurance solutions, and building lasting relationships. You'll have the opportunity to showcase your skills, grow professionally, and contribute to a dynamic team that values individual contributions and team success.
If you're enthusiastic about making a difference, providing unmatched service, and thriving in a fully remote setup, The Petersen Agency welcomes your application. Join us in redefining what it means to excel in the insurance industry!
Salary Range: $36000.00 - $90000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Evenings Off
Retirement Plan
Career Growth Opportunities
Responsibilities
Client Management: Maintain relationships with existing clients, addressing their insurance inquiries and ensuring their needs are met.
Policy Renewals: Oversee the renewal process for client policies, ensuring timely and accurate updates.
Customer Support: Provide exceptional support to clients, answering questions, and resolving issues promptly and professionally.
Policy Reviews: Conduct regular reviews of client policies to identify gaps in coverage and make appropriate recommendations.
Account Documentation: Maintain accurate and up-to-date client account records to ensure compliance and efficiency.
Requirements
Licensing: Active T General Lines Property & Casualty License required.
Experience: Demonstrated experience in insurance sales, account management, or a related field.
Communication Skills: Strong verbal and written communication abilities to engage with clients and team members effectively.
Client-Focused: A genuine commitment to understanding client needs and delivering exceptional service.
Self-Motivated: Ability to work independently, manage workload efficiently, and meet deadlines consistently.
Technologically Proficient: Comfortable using insurance software, CRM systems, and other digital tools effectively.