Insurance Account Manager

Job Summary

We are seeking a dynamic and proactive Insurance Account Manager to join our team! In this role, you will be the key point of contact for clients, providing expert guidance on a wide range of insurance products including health, life, property, and casualty insurance. Your energetic approach will help build strong customer relationships, identify client needs, and deliver tailored insurance solutions. This position offers an exciting opportunity to influence client satisfaction and retention while working in a fast-paced, collaborative environment committed to excellence. If you thrive on sales, customer service, and making a positive impact through insurance expertise, this role is perfect for you!

Responsibilities

• Develop and maintain strong relationships with clients through outside sales efforts and personalized communication.
• Conduct thorough analysis of client needs to recommend appropriate insurance products and coverage options.
• Negotiate policy terms and premiums to achieve mutually beneficial agreements with clients.
• Manage sales administration tasks including CRM system updates, policy documentation, and benefits administration.
• Engage in retail sales activities by promoting insurance products via telemarketing, marketing campaigns, and client outreach.
• Build customer loyalty by providing exceptional service, addressing inquiries promptly, and offering ongoing support.
• Stay current on insurance regulation changes and industry trends to ensure compliance and best practices in client interactions.

Requirements

• Proven experience in outside sales or retail sales within the insurance industry or related fields.
• Strong negotiation skills with the ability to close deals effectively.
• Knowledge of commercial insurance products such as property casualty, health, life, and benefits administration.
• Familiarity with CRM systems and proficiency in Microsoft Office Suite for documentation and analysis purposes.
• Excellent communication skills in multiple languages or bilingual capabilities are highly desirable.
• Understanding of insurance regulation standards including HIPAA compliance for health information privacy.
• Analysis skills to assess client needs accurately and recommend suitable coverage options.
• Customer relationship building expertise combined with outstanding customer service abilities.
• Knowledge of telemarketing techniques and marketing strategies to generate new business opportunities.

Join us as an Insurance Account Manager to make a meaningful difference for our clients while advancing your career in a vibrant, supportive environment!

Pay: $125,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• Work from home

Work Location: Remote