Lia Insurance Agency - Insurance Account Manager
About The Position
Are you a licensed insurance agent who is detail oriented, enjoys helping people and very customer focused? If this defines you, then you should consider applying with our agency for the Insurance Account Manager position. Lia Insurance Agency is a growing insurance agency and we are looking for an Account Manager to help service our existing customers and review insurance coverages to make sure our customers are insured at the appropriate level. As an Account Manager, you will be helping our existing customers over the phone with policy changes, renewal questions, providing quotes for additional lines of coverage and offering insurance advice.
Requirements
- Property and Casualty Insurance License in NY
- Customer service experience
- Knowledge of Google Docs and Microsoft Products
Nice To Haves
- Sales experience preferred
Responsibilities
- Answer questions from customers over the phone and over email
- Assist customers with policy changes
- Account rounding on existing accounts
- Documentation in our client management system
- Maintaining a strong retention rate
- Reviewing coverages with clients and identifying gaps and being able to upsell coverages and cross-sell additional products
Benefits
- Health, Dental, and Vision coverage
- 401K with employer match
- Paid vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
