Personal Lines Account Manager - New Business

SOGO Insurance•San Antonio, TX

11d•Onsite

About The Position

San Antonio’s fastest growing insurance and financial services firm is looking for a passionate, dedicated professional to join our team. SOGO operates as an independent firm providing employee benefits, risk management, retirement plans, personal and commercial insurance, and wealth management solutions. We offer a supportive workplace environment that emphasizes client focused processes, professional development opportunities, and a competitive commission structure for our hourly team members that stands out among other independent agencies. What are you waiting for? Become a part of a company that puts you in the driving seat of your career! Opportunity Overview The Personal Lines Account Manager performs the essential functions of the position, which include supporting the service needs of clients. Specific service responsibilities are assigned. Marketing activity is required in this position. Meets sales, service, and quality standards adopted by the agency.

Requirements

Active Texas General Lines Property & Casualty License or willing to get licensed within 90 days of employment.
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
Ability to understand written and oral communication, and interpret abstract information.
Full knowledge of insurance products and usages.
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
Full knowledge of insurance markets and reference to markets.

Nice To Haves

Bilingual in English and Spanish
At least 1 year of insurance experience

Responsibilities

Pre-qualifies and analyzes prospects’ Personal Lines coverage needs.
Recommends coverages and prepares rating quotes and proposals to sell new accounts.
Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
Recommends excess and surplus coverages, as needed to meet client insurance needs.
Educates clients as to coverage limitation and documents on the system.
Completes applications for insurance and has insured sign them.
Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.
Actively refers clients to Life Benefits and Commercial Lines department for solicitation of new business.