Account Manager Personal Lines Insurance - No experience necessary
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.