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Actsphere Insurance Group · 1 month ago

Insurance Account Manager

Pearland, TX

Full-time

Onsite

Mid Level

$50K/yr - $75K/yr

Actsphere Insurance Group is seeking a conscientious and motivated licensed insurance agent. The role involves the production of new accounts and retention of existing ones, providing high-quality service to clients.

Auto InsuranceInsuranceLife Insurance

Responsibilities

Assist in the remarketing of current client policies

Look for cross-sell opportunities when speaking with clients

Complete Acord forms and COIs and ensure accuracy

Process payments

Conduct policy reviews

Present and explain insurance policy options based upon prospective client needs and their personal goals

Process change requests to existing policies

Communicate with insureds and underwriters to ensure risks are properly accessed, re-marketed, and written

Respond to all inquiries, cancellation requests, and sales requests within a specified time frame

Other functions as assigned by management

Qualification

Licensed insurance agentSales backgroundAgency automation systemPresentation skillsProfessional phone etiquetteLeadership skillsTeamworkEffective communication

Required

Possess a genuine willingness to learn, be intuitive and resourceful as well as coachable

Professional phone etiquette

Display leadership competencies, including ability to delegate, engage, and inspire others

Strong work ethic and leadership skills

Successful sales background

Must be personable, knowledgeable, dependable, and work well in a team environment

Effective presentation skills both verbally and in writing are necessary

Ability to use a personal computer, agency automation system, and proficiency in various software programs, including, but not limited to Microsoft Word, Excel, and Outlook