Account Manager

Join a team that cares about our customers and you! The William Heironimus Insurance Agency in Beaumont, Texas, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Salary Range: $25000.00 - $75000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Manage and service a personal lines book of business
• Conduct policy reviews and recommend appropriate coverage
• Crosssell and upsell insurance products
• Process policy changes, renewals, and endorsements
• Provide prompt, accurate, and friendly customer service
• Resolve customer concerns and complex service issues
• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in CRM
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Develop and maintain client relationships.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Maintains phone time or sales quotas as determined by management.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Participate in regular team meetings and brainstorming sessions.
• Attend training and continuing education courses.

• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Knowledge of sales and marketing principles and strategies.
• Be equipped with great listening and closing skills.
• Bilingual, fluent in both English and Spanish is beneficial.
• No insurance experience required but must be willing to learn

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to take initiative, be proactive, and think outside the box.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to identify and solve problems, think critically, and make decisions quickly.