Rubens Insurance
Account Manager – Insurance Services
Posted on Jun 13 Silverdale, WA 272 views
We are looking for a dynamic individual to join our team. In this role, you will be responsible for managing and retaining client relationships while actively pursuing new business opportunities. You will play a key role in providing excellent customer service, offering tailored insurance solutions, and driving revenue growth through new business and renewals.
Key Responsibilities
- Customer Relationship Management: Serve as the first point of contact for clients, addressing their inquiries, providing policy reviews, and ensuring their needs are met with professionalism and care.
- Client Follow-Up & Retention: Follow up with existing clients, providing support throughout the onboarding process, ensuring timely premium payments, and managing renewals to retain their business.
- Prospecting & Outreach: Actively prospect new clients through outbound calls and networking, identifying business needs and proposing appropriate insurance solutions.
- Risk Management Consultation: Offer professional advice to both prospective and existing clients, ensuring they are adequately protected and providing tailored solutions to their unique needs.
- Quotations & Proposal Management: Prepare and present insurance proposals to new and existing clients, managing quotations and marketing accounts to various carriers.
- Audit & Compliance: Conduct audits to ensure policies are compliant, and assist customers at risk of policy termination.
- Payment Processing & Collections: Handle payment processing for policyholders, ensuring timely and accurate collections.
- Industry Knowledge: Stay up-to-date with industry trends, regulations, and continue professional development to better serve clients and achieve sales goals.
Experience
- Customer Service Experience: At least 1–2 years of recent customer service and insurance experience preferred.
- Sales Experience: Experience in outbound marketing, lead generation, and meeting sales targets.
- Must be able to pass a background check
Education
- Education: Associate's degree or higher preferred; High School diploma or equivalent accepted.
- Licensing: A Property & Casualty Insurance license is required. Life, Health, and Disability licenses are highly preferred, but we are willing to train the right candidate if unlicensed.
Skills and Abilities
- Microsoft Office Proficiency: Intermediate to advanced proficiency in Excel, Word, Outlook, and PowerPoint.
- CRM Experience: Familiarity with CRM and AMS systems, particularly Hawksoft, preferred.
- Communication Skills: Excellent verbal and written communication skills, with the ability to engage with clients at all levels.
- Organizational Skills: Strong ability to manage multiple priorities in a fast-paced work environment.
- Problem-Solving: Strong analytical and problem-solving skills, with a solution-oriented approach.
- Self-Motivation: Highly motivated with a strong work ethic and the ability to thrive in a target-driven environment.
- Bilingual (Preferred): English/Spanish is highly preferred.
Compensation
- $18 - $22 per hour depending on experience
- Plus commission
- Bonus opportunities
- Competitive benefits package
- Paid holidays
- Paid time off
- Paid Training
- Paid Licensing (if needed)
