UNKNOWN

FEED

YEAR

Training and Mentoring:** Provide training and guidance to new insurance agents, helping them develop their skills and achieve their sales targets. **Team Income:** As an experienced agent, you will have the opportunity to mentor new agents and earn team income, enhancing your earning potential.

Introducing Presold Transfer Applications!Get ready for an exciting new way to streamline your sales process:1. Log In and Go Live: Simply log in and let the system know you're available. 2. Automated Outreach: Our advanced bot reaches out to potential clients. 3. Expert Closers at Work: When a lead shows interest, a professional closer steps in, seals the deal, and collects all necessary information. 4. Seamless Handoff: The gathered info is sent to you, and a three-way call is initiated to transfer the details smoothly. 5. Effortless Completion: You finalize the application and submit the policy.Stay Logged In: As long as you’re available, keep the momentum going and make continuous sales.Log Out When Done: Wrap up your day by simply logging out.Maximize your efficiency and sales with Presold Transfer Applications! **Why Join Us?** **Diverse Product Range:** We are not captive and represent about 80 companies. This allows us to offer a wide range of products and solutions to meet every client's needs. You are also able to help previous clients with new products. **Proprietary A.I. CRM:** Our unique system helps agents import existing business and cross-sell effectively. The system automates many tasks, making your job easier and more efficient. Lead Generation: We have a robust life and health lead system with leads from various companies automatically entered into our CRM. These leads receive automated campaigns to ensure they book appointments. Hey there! We're excited that you're interested in joining us! To make sure your application gets the attention it deserves, please apply through this link <a href="https://joinus.selphinsurance.com/video1" rel="nofollow">here</a>. Applications submitted elsewhere might not get noticed, and we wouldn’t want to miss out on meeting you! **Team Income:** As an experienced agent, you will have the opportunity to mentor new agents and earn team income, enhancing your earning potential. We are looking for leaders who are passionate about the insurance industry and eager to make a difference. If you are ready to take your career to the next level and help others succeed, we want to hear from you. **Job Description:** We are seeking an experienced Insurance Business Manager/Trainer to join our team. In this role, you will leverage your insurance sales experience to train and mentor new agents, while managing and expanding our business operations. **Key Responsibilities:** **Training and Mentoring:** Provide training and guidance to new insurance agents, helping them develop their skills and achieve their sales targets. Share your expertise and best practices in life and health insurance sales.    **Business Management:** Oversee daily sales and metrics, ensuring the smooth functioning of business activities. Implement strategies to increase productivity and profitability. **Client Relationship Management:** Build and maintain strong relationships with clients. Ensure that clients' needs are met with the highest standards of service. **Sales and Marketing:** Develop and execute sales strategies to attract new clients. Utilize our proprietary system to import existing business and cross-sell life insurance and other products to existing clients. **Use of Technology:** Employ our advanced automation and AI tools to streamline appointment setting and client follow-ups. Manage leads from various lead companies, ensuring they are automatically entered into our CRM and receive automated campaigns until they book a calendar appointment. **Requirements:** **Insurance Sales Experience:** A proven track record in insurance sales is essential. You should have a deep understanding of the insurance industry and the products we offer. Current life and health license is a plus.    **Leadership Skills:** Ability to lead and motivate a team of agents. Experience in a mentoring or coaching role is highly desirable. **Technical Proficiency:** Comfortable using CRM systems and other sales tools. Familiarity with automation and AI-driven tools is a plus. **Customer Focused:** Strong interpersonal skills and a commitment to providing excellent customer service. **Apply Now:** Take the next step in your career and join our dynamic team. Book an appointment with us today to discuss how you can become a part of our success story. Pease apply for this job <a href="https://joinus.selphinsurance.com/video1" rel="nofollow">here.</a> Applications submitted elsewhere might not get noticed, and we wouldn’t want to miss out on meeting you! This is a 1099 position, which means you’ll enjoy the flexibility to choose your own work hours and income. We understand how important work-life balance is and we strive to accommodate that. Looking forward to seeing your application!Powered by JazzHR

Selph Insurance Agency

Work From Home Insurance Business Manager/Trainer

Artificial Intelligence (AI)

Automation

Best Practices

Business Operations

Campaigns

Coaching

Cross-Selling

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Health Insurance

Insurance

Insurance Sales

Interpersonal Skills

Lead Generation

Lead Management

Leadership

Life Insurance

Marketing

Meet Sales Quota

Mentoring

Metrics

Productivity Management

Profit & Loss

Sales

Sales Closing Skills

Sales Strategy

Sales Tools

Training/Teaching

Work From Home

partner JazzHR

Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits . This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients.

We are actively recruiting for a Commercial Insurance Account Manager, to join the InterWest Team, in our Select Business Unit! This role will be working on a book of business that consists of artisan contractors and general outdoor recreation accounts. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek offices. InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients' financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases. We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be. Our team is comprised of talented professionals who: <ul><li>thrive in a high energy organization </li><li>have a desire to provide the highest quality of customer service </li><li>are committed to giving back to the communities in which we work and live </li><li>maintain the highest ethical standards </li><li>enjoy a culture that encourages life-work balance </li><li>value an inclusive, diverse work environment </li></ul>JOB RESPONSIBILITIES:The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.<ul><li>Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing </li><li>Experienced understanding of insurance industry a basic understanding of the overall company </li><li>Apply experienced knowledge and understand the extent and terms of the coverage offered </li><li>Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Select Business Unit Standards and workflows </li><li>Maintain current and accurate client data in the Agency Management System </li><li>Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims </li><li>Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits </li><li>Resolve issues relating to accounting or client billing </li><li>Review and process pending cancellations and final cancellations </li><li>Escalate client issues to Supervisor or advise the Broker on client issues as appropriate </li><li>Provide needed information to clients, carriers, Broker and other internal personnel </li><li>Regular attendance and participation in InterWest’s industry specific practice groups (if applicable) </li><li>Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge </li><li>Work towards a designation such as CISR or equivalent </li><li>Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License  </li></ul>  JOB QUALIFICATIONS:<ul><li>3 years commercial/general insurance account management experience  </li><li>Education – High school diploma required; some college level coursework preferred </li><li>Excellent prioritization skills and organization skills </li><li>Excellent written and oral communication skills </li><li>Strong mathematical and analytical skills </li></ul>  Required Certification – Property and Casualty Broker-Agent License The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,plus, benefits.Compensation for this role will be set based on a variety of factors, including but not limited todepartmental budgets, qualifications, experience, education, licenses, specialty, training, andgeographical location. The hiring range represents the company’s good faith and reasonable estimateof the range of possible compensation at the time of posting.

InterWest Insurance Services, LLC

Commercial Insurance Account Manager, Select Business Unit

Accounting

Analysis Skills

Billing

Brokerage

Communication Skills

Community and Social Services

Contract Review

Customer Escalations

Customer Retention/Renewal

Customer Service Evaluation

Customer/Client Research

Establish Priorities

Financial Policies

High School Diploma

Higher Education

Mathematics

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Proposal Writing

Recreation

Sales Management

Software Administration

Team Player

Webinar

Writing Skills

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Work From Home Insurance Business Manager/TrainerSelph Insurance Agency

Commercial Insurance Account Manager, Select Business UnitInterWest Insurance Services, LLC

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