Summary
The Roots Insurance Agency is looking for our next Commercial Lines 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 and Applied Epic
- 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
- 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 commercial lines experience
- P & C license attainment required within 60 days of hire
- Agency management software experience, preferred
- Cannabis insurance 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
Benefits:
- Base salary
- Medical, Dental, vision, life insurance and disability
- 401K with match
- Career Development including support for licensing, CE and insurance designations
- Competitive Paid Time Off program