Summary:

Our award-winning client is currently hiring for a Territory Account Manager who serves as the first point of contact as risk management and insurance resource. Charged with growing and serving a church and non-profit client base within a designated territory. Sells new accounts and renews existing accounts in accordance with agency and individual goals. Builds deepening relationships with church and non-profit clients.

Responsibilities:

• Presents proposals to church/non-profit boards and leadership in a professional manner. Serves as a first point of contact for the church as a risk management and insurance resource.

• Brings sales process to a completion and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that are due on or before effective date of coverage.

• Negotiates annual new and renewal production goals with Sales Manager

• Conducts physical inspections of church/non-profit properties as necessary, develops information and recommendations for prospective accounts, presents proposals and adheres to agency policies and procedures for writing a new account

• Prepares necessary applications and associated paperwork and submits in a timely manner to Underwriting

• Establishes servicing procedures when necessary for designated accounts

• Establishes payment arrangements for each new/renewal account, adhering to agency guidelines, policies and procedures regarding the payment of policy premium\

• Assists in collecting earned premiums, audit premiums, etc., when called upon.

• Performs service calls and inspections on designated accounts

• Maintains a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims

• Identifies and solicits sales prospects from various sources provided by agency, included but not limited to cold calls, mailings, and email contacts.

• Solicits referrals from existing agency accounts

• Assists in resolving any problems in accounting or claims for accounts produced

• Coordinates timely presentations for both new and renewal business

• Documents all material conversations with insureds and/or carriers regarding exposures and coverages

• Submits weekly Sales reports and monthly expense reports. Attends office meetings as required.

• Manage e-mails in order to respond to clients, co-workers, insurance companies, etc. in a prompt and efficient manner.

Required Skills and Experience:

• 3+ years of experience in Insurance (account management or sales or a relationship heavy role)

• Experience driving within an assigned territory

• Strong experience maintaining and building relationships (Sales experience not required though is helpful)

• Experience driving within an assigned territory

• Familiarity with nonprofits

• College degree. Business concentration preferred.

• All licenses as required by the State Department of Financial Services in the states in which the producer conducts business