Insurance Account Manager

Job Overview

Our All-Star, winning team of agents is growing fast!

We are seeking YOU!!

If you have a passion for helping people, possess an amazing personality & have an upbeat and positive attitude we want you on our team!!

Apply for our Customer Service Representative role and take your career to the next level!

We're counting on YOU to:

• Deliver exceptional customer service to our current clients and new prospects
• Create new opportunities for Sales Team
• Manage Insurance policy change requests
• Provide Claims & Billing support
• Smile, Laugh, Have Fun, Learn & Grow!

Think you're a great fit? Take our Success Survey: www.legacyinsurancegroup.org/success-survey

**Must be local to Virginia, Maryland or Washington DC

Salary Range: $55,000.00 - $75,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Disability Insurance

Requirements

**Must be local to Virginia, Maryland or Washington DC

Responsibilities

• Handle incoming calls from customers & explain policyholder benefits
• Process customer policy change requests
• Take premium payments from customers
• Generate insurance quotes
• Maintain Current Retention of 98% by Re-Marketing/Re-Shopping Accounts, Re-writing accounts and performing Customer Saves when customers request to cancel
• Treat each customer contact as a cross and up-sell opportunity & ask each customer for referrals/explain our referral program

About Us

At Legacy Insurance Group, our approach to Insurance & Risk Management is different. We empower our clients by teaching them strategies and solutions to improve their insurance program and lower their total cost of risk.

We help people protect what they love & value most.

We help entrepreneurs profitably scale their businesses.

We help families protect their financial future.

And we help educate our clients on ALL forms of risk.

We believe everybody deserves a great insurance buying experience. That’s why we’ve simplified the process for our clients so they can focus on what they love doing most. Over 1000 families and business owners trust the Legacy experience. Re-think your Risk and see how we do Insurance Different.