The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.
Benefits/Perks:
Competitive Pay
Professional Development
Job Stability in a growing industry
Responsibilities
Make sure all insurance policies are renewed for the commercial accounts you are handling.
Foster and maintain excellent relationships with clients and agency producers
Complete renewal applications as needed and work with underwriters in arranging the best renewal terms and conditions possible for our insureds.
Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.
Demonstrate a true concern for helping our customers.
Check policies as they are received in the agency in order to make sure they are correct
Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.
Return all calls and emails promptly.
Qualifications
Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.
A Bachelor's Degree is a big plus.
Familiarity with AMS 360 is a big plus!
Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.
Have a sweet spirit so as to mesh with the amazingly kind and sweet people who work in the agency.
Be customer-focused, and professionally assertive in servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
Flexible work from home options available.
Numbers & Facts
Location
Waco, TX
Job Type
Full-time
Skills
Communication Skillsunmatched
Computer Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Financeunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Documentationunmatched
Insurance Salesunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Resolve Customer Issuesunmatched
Risk Managementunmatched
Salesunmatched
Sales Managementunmatched
Time Managementunmatched
Training/Teachingunmatched
Underwritingunmatched
Writing Skillsunmatched
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