Personal Account Manager

Job Description

Job Description

Description & Requirements:

To serve and grow the book of personal clients assigned to you by providing extraordinary service, educating the customer, identifying growth opportunities on accounts, getting google reviews and asking for referrals. Following agency policies and procedures, reactively respond to service needs and proactively advise the insureds. Must be P&C Licensed with relevant account management experience in insurance or related field and a bachelor’s degree preferred. This position must be able to work independently and technologically proficient. May include occasional travel.

Compensation:

• Salary: $45,000 – $65,000 annually
• Individual Bonus Based on Book Growth
• PTO, Medical Insurance, 401(k)

Key Result Areas:

• 0 – E&O Claims
• 5%+ Book Growth Based
• 92% Policy Retention and 94% Premium Retention
• 2.5+ Lines Per Customer and ______ Premium Per Customer
• Proper & Consistent Activity Tags
• Promote the agency’s T.E.A.M. values, vision, 3E Value Prop, culture, and goals

Duties:

• Generate additional revenue from the book of business
  • When reactive service requests come in, review account to improve current coverage
  • Identify account rounding opportunities and proactively pursue them: identifying coverage that clients have with other agents and generate demand for coverage the client didn’t know they needed (i.e. boat, umbrella, motorcycle, life insurance, etc.)
  • Share referral successes and ask for referrals
  • Generate referrals for other teams/departments: CL, Life, Health, Etc.
  • Proactively call cancelled clients to try to win them back
• Onboard new business using our 3Es of educational, engaging and efficiency
  • Take new business opportunities, pre-qualify them and quote them quickly and efficiently within 24 hours
  • Follow agency sales process and follow up accordingly to close the deal, hitting target close ratios, proposing using agency branded summary/presentation
  • Issue the new business and audit new business files, send any onboarding materials to insured post sale and update any missed items, documenting system
• Providing outstanding inbound service on claims, questions, endorsements, billing, life changes, etc. all while properly and thoroughly documenting the agency management system
  • Work to manage client expectations, follow up appropriately via phone, email, text
  • Use every opportunity to confirm and update client information in the file
  • Educate clients on the benefits of our agency and tell them the work you’ve done for them
  • Service accounts in a manner the at eliminates gaps in coverage and reduces E&O exposure
  • Must adhere to agency policies, procedures, manuals, etc.
• Conduct account reviews:
  • Complete 100% of reviews assigned/needed, including reviewing potential discounts/gaps
  • Contact the client for a formal review that improves the relationship, generates opportunities and reduces remarketing
  • Remarket when necessary and follow guidelines
• Be a T.E.A.M. player… we want a culture of teamwork and forward thinking that drives results.
  • Support marketing efforts by suggesting blog topics, email campaigns, sharing agency posts on social media, participate in agency branding opportunities, taking pictures when visiting clients/attending events, getting GOOGLE reviews!
  • Be efficient and willing to improve efficiency, helping to find ways to streamline processes.
  • Use technology tools provided to the fullest extant and be willing to share. feedback
  • Have a positive attitude, creating good working relationships with teammates, clients, vendors, carriers partners and be willing to step up and help out!