JOB OPENINGS

Personal Lines Account Manager and Office Manager

Walker Insurance Agency, Inc.

Perry, GA, US

 

Description

As the Personal Lines Account Manager and Office Manager, employee will build and nurture client relationships to promote personal lines products including Auto, Homeowners, Umbrella, Renters, Dwelling Fire, and Mobile Homeowners insurance.

 

Employee relishes a team centric work environment and contributes to achieving individual and company goals. We will support you by providing guidance from experienced Sales Executives, training, and sponsoring licensing exams.

 

As Office Manager, employee will take initiative to making sure supplies and office environment are at highly operational standards.

 

Qualifications
  • Experience in sales or client service environment preferred.

  • Business degree preferred.

  • Proficiency in Microsoft Office.

  • Ability to learn agency management system software.

  • Highly effective communication skills – oral, written and group.

  • Strong interpersonal skills to build rapport with prospective and existing customers.

  • Initiative and Self Reliance: possesses a hard work ethic and works well independently with little supervision.

  • Solid organization and prioritization skills.

  • Proven track record of trustworthiness, dependability, and ethical behavior.

  • Professional appearance and demeanor.

  • This position requires that incumbents attain and maintain a current state insurance license in property and casualty. Licensing exams will be sponsored if not already acquired.

Responsibilities

Specific to Personal Lines Account Manager Role:

  • Provide prompt, accurate, friendly service by responding to inquiries from existing policyholders and prospects regarding insurance availability, eligibility, policy changes, claim submission procedures, rates, billing procedures, and payment plans.

  • Sell Auto, Homeowners, Umbrella, Renters, Dwelling Fire, and Mobile Homeowners insurance products to individuals using consultative selling techniques.

  • Engage potential Life prospects to agency Life agents

  • Counsel and advise prospects and policyholders on matters of protection and coverage.

  • Develop an understanding of various carrier platforms and quoting software’s.

  • Develop and maintain business relationships with policyholders and within community.

  • Service and maintain renewal policies.

  • Prepare forms, policies and endorsements when required.

  • Manage and update customer databases within agency management software.

  • Meet goals for volume of quality new business quoted and written within company guidelines.

 

Specific to Office Manager Role:

  • Perform general office duties to include but not limited to: bank deposits, mailings, ordering office supplies, phone and email correspondence, and receptionist duties.

  • Making federal payroll tax payments, state tax payments, and employer sponsored retirement account payments.

  • Gather and deliver quarterly tax reports generated from agency management system to accountant.

  • Complete disbursements for outgoing payments and receipts for incoming payments for all bank accounts in our management software.

  • Reconcile all bank accounts at the end of every month.

Mail resume to Brince Coody.