Account Manager responsible for revenue growth through upselling and cross - selling in software and finance. Fostering client relationships and managing the entire sales process.
GU
Hybrid Personal Lines Account Manager II
Posted 2 months ago
About the role
- Personal Lines Account Manager II at Greylock Insurance Agency assists clients with insurance options and claims. Responsible for client interactions, policy management, and meeting service standards.
Responsibilities
- Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to clients
- Gathers information to prepare quotes for underwriting
- Discusses options/quotes and makes recommendations for policy suggestions/changes
- Advises and assists customers in claims process
- Takes ownership of assigned portfolio and provides excellent customer service
- Annual review of policies including remarketing with other carriers
- Handles new business clients from various sources
- Achieves standards in up-selling/cross-selling policies
- Cross-sells Greylock products to non-Credit Union members
- Understands insurance concepts and explains contract terms
Requirements
- High School diploma or equivalent
- Two+ years of insurance experience preferred
- Successful completion of producer licensing within the first 3 months from date of hire
- Excellent verbal communication, telephone etiquette, customer service and organizational skills
- Attention to detail and ability to multi-task
- Proficient knowledge of MS Office (Word, Excel, Outlook)
Benefits
- Sign on Bonus $1,500
- Competitive benefits package including health insurance, retirement plans, 401k with employer match, dental and vision insurance, short and long term disability
- Employee incentive plans
- Profit sharing opportunities
- Offer innovative benefits like pet insurance and Medicare employee assistance
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