Account Manager responsible for driving renewals and retention for SaaS customers in Finland. Collaborating with cross - functional teams to ensure customer value and expansion opportunities.
GU
Hybrid Personal Lines Account Manager II
Posted 3 weeks ago
About the role
- Personal Lines Account Manager handling client insurance inquiries for Greylock Insurance Agency. Providing support, managing portfolios, and ensuring excellent service delivery while complying with regulatory guidelines.
Responsibilities
- Under the direction of AVP, Personal Lines Manager, performs duties in support of the insurance agency function
- Provides high level of service and responsiveness to clients
- Gathers information and utilizes software to prepare quotes
- Confidently discusses options/quotes and makes policy recommendations
- Advises customers on claims process and provides assistance
- Takes ownership of assigned portfolio and provides excellent customer service
- Handles new business clients and achieves standards in up-selling/cross-selling
- Represents Credit Union in civic, community, and professional organizations
- Performs all duties in compliance with regulatory guidelines and policies
- Responsible for company training and keeping up with required licensing
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, and customer service and organizational skills
- Attention to detail and ability to multi-task
- Proficient knowledge of MS Office (Word, Excel, Outlook)
- Professional appearance
- Able to maintain confidential information
Benefits
- $1,500.00 sign on bonus available for full-time employment
- Health insurance
- 401k plans with employer match
- Employer pension contributions
- Paid time off
- Employee incentive plans
- Opportunity for profit sharing
- Employer paid life insurance
- Short- and long-term disability benefits
- Additional life, accident, critical illness benefits, and pet insurance options
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