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Account Manager Personal Lines Insurance - No experience necessary

Blackwell Insurance Agency

Account Manager Personal Lines Insurance - No experience necessary

Lake Forest, CA
Full Time
Paid
  • Responsibilities

    Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s our mission. We are passionate about educating every one of our clients and make the insurance experience the best it can be. So if you have the heart of a teacher and am ambition to learn and grow, this is the place for you! We promise to provide any and all the support that you need to be the best you can be!

    Roles & Responsibilities: Include the following. Other duties may be assigned.

    Make changes to current personal lines policies for existing clients

    Assist the renewal process for all Personal Lines clients

    Reach out to current clients to offer additional lines of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)

    Cross-sell existing clients by referring personal lines clients to our commercial lines department

    Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.

    Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.

    Proactive calling on claims following our claims process

    Identifying opportunities to add value to the client experience

    Process premium payments

    Rewrite non renewals and cancellations

    Quote and write overflow of new business

    Assist with incoming calls

    Requirements:

    High School / GED Education required

    Willing to obtain CA P&C and Life & Health License

    Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

    Display excellent professional and genuine client facing communication skills

    Possess excellent written, verbal, organizational/prioritization and attention to detail skills

    Enjoys working independently and in a team environment

    Must be punctual, reliable and able to keep information confidential

    Previous work experience in sales, marketing, promotions or customer service is helpful

    Benefits:

    Hourly wage plus commission

    Paid Time Off

    Group Health Benefits

    Simple IRA Company Match

    Access to insurance industry experts for mentoring

    Great Work Environment

    Room For Growth

    Agency Culture:

    We are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events. Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.