HVAC Sales Account Manager focusing on developing sales and client relationships for a mechanical and electrical contractor. Collaborating with Business Development to maximize sales potential in Maryland and Virginia regions.
About the role
- Personal Lines Account Manager at Unland Insurance & Benefits responsible for maintaining solid customer relationships and managing insurance account inquiries. Engaged in service and marketing activities along with team collaboration.
Responsibilities
- Provide service to existing clients related to updating policies
- Answer customer calls and correspondence regarding new or existing insurance policies
- Work with new clients to understand their needs and present policy options
- Support a producer to review existing policies and bind renewals
- Resolve product or service issues by clarifying the customer's concern
- Maintain records of customer interactions and transactions
- Collaborate with team members and mentor staff
Requirements
- Hold the insurance license required by your state
- Minimum of two years Personal Lines insurance account management experience
- Bachelor's Degree or comparable work experience
- Strong knowledge of insurance products and usages
- Strong customer focus and an excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills to perform calculations
- Attention to detail, organization, multi-tasking, and follow-up skills
- Excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation
Benefits
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
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