Account Manager

AALI - Orange, CA

Account Manager

Orange, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    Health insurance

    Opportunity for advancement

    Paid time off

    Vision insurance

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Do you enjoy helping others, and are you detail-oriented? Are you comfortable with talking to people on the phone and using a computer all day, so you are computer literate? Do you like working with numbers and learning new things? Do you want to be part of a team and be part of the solution, not the problem? If this sounds like you, please read on.

    We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

    Our hours are Monday through Friday from 8:30 – 5:30, and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

    Job Responsibilities:

    Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper

    Support teammates with follow-up for clients and prospects

    Research and resolve coverage questions

    Promptly respond to client needs either on the phone or electronically

    Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs

    Cultivate new opportunities and offer additional lines of insurance through consultative selling

    Assist with other office duties as they arise and are needed

    Professional and Personal Skills:

    Proficient with Microsoft Word, Excel, Outlook, and Agency Management Systems

    Type quickly and accurately

    Excellent communication skills both verbal and written

    Organized, structured, and punctual

    Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest

    Wages and Compensation:

    We offer competitive wages between $21 - $26 / hour depending on experience and if you already have a license; bonuses for performance and other benefits are available as well. Commission and Broker Fees are also offered as additional compensation.

    Experience Requirements:

    P&C License must be active

    At least 1 year of experience at an insurance agency, whether captive or independent.