The Roots Insurance Agency is looking for our next Account Manager to join our growing team!  The Roots is a boutique independent agency located in Berkley with strong relationships in the business community.

Essential Duties and Responsibilities

The Account Manager’s primary responsibilities include, but are not limited to:

  • Providing superior service to clients by answering insurance related questions and discussing product offerings
  • Assisting with new business production, including but not limited to new client information intake and quoting
  • Complete data entry, including documentation of all conversations with clients and prospective clients, entering new policy information and changes on existing policies into CRM
  • Maintaining strong relationships with both clients and insurance companies
  • Delivering insurance proposals and educating customers of coverage options
  • Quoting and binding insurance policies
  • Cross-selling additional lines of coverage (home, auto, life, flood, umbrella, etc) to round out accounts
  • Communicate effectively via email and phone
  • Assisting clients with claims, billing and the renewal process
  • Servicing current clients and their existing policies
  • Following renewal process to encourage clients to renew and assist with any renewal issues
  • Participating in a wide range of marketing tasks and other important duties as assigned

Education and/or Experience:

  • High school diploma or recognized equivalent, required
  • Minimum 2+ years insurance or sales experience, required; sales experience would preferably be with an insurance carrier or agency
  • P & C license attainment required within 60 days of hire
  • Agency management software experience, preferred

Additional Qualifications 

  • Able to work independently and enjoy a high degree of interaction with team members
  • Must be able to effectively plan and strategize
  • Demonstrated persuasiveness, resilience and tenacity
  • Able to perform adaptability
  • Excellent negotiation skills with a drive to succeed and meet goals
  • stress tolerance
  • Strong oral and written communication skills
  • Detail oriented and highly organized
  • The ability to multitask, prioritize, work independently, and use discretion
  • Ability to maintain a professional demeanor and positive attitude
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