Account Manager

Posted on Sep 11 Dallas, TX

Preferred Coverage Insurance



Preferred Coverage Insurance (PCIA) is seeking energetic and hungry individuals that work well in a team environment. As a CSR/Account Manager, you will work with a team that shares your desire to win. Position pays a competitive base with a generous bonus structure that works well for those who are disciplined and follow our proven sales process.

Job Responsibilities:

  • Strong listening, oral and written communications/interpersonal skills
  • Selling insurance policies to businesses and individuals in an inside sales environment
  • Ensure excellent service by explaining features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Contact underwriter and submit forms to bind coverage
  • Perform administrative tasks, such as completing paperwork, filing, maintaining records and handling policy renewals daily
  • Goal oriented: highly motivated insurance sales representative that is resourceful to achieve results with a sense of urgency
  • Problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative
  • Pay close attention to detail and accuracy
  • Create and maintain business relationships with prospects and policyholders
  • Proven track record of trustworthiness, dependability and ethical behavior
  • Perform effectively in environments with frequent workload changes and competing demands
  • Ability to work in a team environment
  • Overcome objections and close the sale

PCIA is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.

Education/Experience Background

  • High School Diploma or GED
  • Current General Lines P&C License
  • Must have retail agency experience
  • Must have at least 2 years' commercial lines experience
  • Future growth includes management opportunity

Other Skill Requirements:

  • Good organizational and interpersonal skills with a strong customer focus.
  • Basic Computer knowledge and possess strong written, verbal and people skills.
  • Demonstrated intermediate to advanced written communication skills (spelling, grammar and
    punctuation) and verbal communications skills.
  • Able to work independently with minimal supervision.
  • Ability to quickly learn any Company/Proprietary software is necessary.
  • Bilingual (Spanish/English) preferred, but not required

** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
** While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The ability to work within safety guidelines as it pertains to PCIA standards of operations.