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Account Manager

Mason Insurance Agency Inc

  • Mason, MI
  • 1 day ago

    Highlights

    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. Client Support : Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.

    Numbers & Facts

    LocationMason, MI

    Description

    Job Description

    Job Description
    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

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