Are you an organized, enthusiastic individual with a knack for building relationships? Look no further! Garrett Insurance, Hill City location is seeking a dedicated Account Manager to join our dynamic team.
Position: Account Manager
Location: Hill City
Hours: 8:00am - 4:30pm
Contact Baylee Pfeifer at 785-656-3858 or email your resume to baylee@garrettinsurance.com.
Benefits:
- Health, Dental, & Vision Insurance
- Short - Term Disability (Long-Term options avaliable)
- 401K
- Life Insurance (family optoins avaliable)
- Paid Holidays
- Paid Vacation/Sick
- Commission Opportunities
- Incentive/Bonus Structure
Mission of the Account Manager
To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.
Key Responsibilities of This Role
Maintain the agency standard retention rate on your book of business
Proactively reach out to clients
Conduct ongoing account reviews for your designated portion of the business
Work efficiently and effectively with clients on their policies
Effective account rounding
Educate the clients about the benefits of having our agency as their agency
Generate additional revenue on the book of business
Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
Identify account rounding opportunities and proactively pursue them
Identify coverages that clients have with other agents
Generate demand for coverages the client didn’t know they needed (i.e. boat, umbrella, etc.)
Conduct account reviews
Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
Follow agency remarketing guidelines
Provide outstanding inbound service on claims, billing questions and endorsements
Work to manage clients’ expectations
Follow up via phone or email with clients
Use every opportunity to confirm and update client contact information
Educate clients on the benefits of using our agency
Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
Document the management system
Follow agency service standards on follow up and follow through
Positive attitude and efficient work ethic
Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
Conduct audits on new business files
Check new business files for accuracy
Send any onboarding materials to clients post-sale
Update any missed new business items
Sell new business for the agency
Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
Follow the agency sales process
Follow up according to the sales process
Work to support the marketing and branding team in the following ways:
Suggest blog, email and social media topics to the marketing department
Share agency social media posts on personal social networks
Participate in pictures and agency branding opportunities when invited
Other responsibilities as directed by your manager