Personal Lines Account Manager - P & C License Needed

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our San Antonio insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team (In-office). At IBC Insurance Agency Ltd we pride ourselves on our outstanding insurance products and customer service.

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Paid Time Off (PTO)

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in Applied Epic.
• 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.
• Maintain knowledge of new products.
• Prospecting and generating new businessthrough leads & referral sources.
• Generating insurance quotes.
• Provideexceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Provides on-going support to insurance clients as needed.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Stay up-to-date on industry market trends and best practices
• Assess and identify the wants and needs of your customer(s) over the phone
• Uphold the wants and needs of your customers

• Two-year independent agency experience.
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.
• Bilingual, fluent in both English and Spanish.
• Great Customer Service Skills
• Excellent Interpersonal skills
• Strong communication skills, both oral and written
• Works well with other employees and is a team player with a positive attitude.
• Possess an upbeat, positive and enthusiastic attitude
• Possess a genuine willingness to learn, be intuitive and resourceful
• Proficiency to multi-task, follow-thru and follow-up
• Professional phone etiquette
• Career minded vision
• Excellent Spelling and Grammar skills
• Problem-Solving Capabilities.
• Strong work ethic