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Account Manager

Mason Insurance Agency Inc

MASON, MI

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JOB DETAILS
SKILLS
Administrative Skills, Communication Skills, Computer Skills, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Entry, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Epic Systems, Health Insurance, Insurance, Insurance Sales, Interpersonal Skills, Multitasking, Organizational Skills, Problem Solving Skills, Property and Casualty Insurance, Record Keeping, Resolve Customer Issues, Sales Management
LOCATION
MASON, MI
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

Overview
We are seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team. The ideal candidate will bring a strong background in insurance sales, client relationship management, and policy servicing. This role requires a proactive, customer-focused professional who thrives in an environment that is passionate about helping individuals protect their assets, in a supportive team environment.


Duties


  • Build and maintain strong relationships with existing clients to ensure satisfaction and policy renewals
  • Assess client needs and recommend appropriate P&C insurance products
  • Provide excellent customer service by addressing client needs and concerns promptly.
  • Prepare quotes, explain coverage options, and assist clients in selecting suitable policies
  • Process applications, endorsements, renewals, and cancellations accurately and efficiently
  • Client Support: Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
  • Maintain accurate records of client interactions, policy details, and communications
  • Minimum 2+ years of experience in a customer-facing role
  • Collaborate with team members to enhance customer support services.
  • Active Property & Casualty (P&C) insurance license
Skills


  • Excellent communication and interpersonal skills to engage clients and team members.
  • Strong computer literacy with experience in data entry .
  • Excellent organizational skills with the ability to manage multiple tasks simultaneously.
  • Assist Clients with day to day requests, such as making a payment, making a change on their policies, completing requests, etc.
  • Previous experience with Applied EPIC management system is a plus but not required.
  • Demonstrated clerical experience with attention to detail in all tasks performed.
  • Strong phone etiquette and customer service skills to foster positive client interactions.
  • Experience with multiple carriers and comparative rating systems
Job Type: Full-time

About the Company

M

Mason Insurance Agency Inc

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