Customer Account Manager Insurance Producer

Key Responsibilities Customer Relationship Management: Serve as the first point of contact for clients, addressing their inquiries, providing policy reviews, and ensuring their needs are met with professionalism and care. Client Follow-Up & Retention: Follow up with existing clients, providing support throughout the onboarding process, ensuring timely premium payments, and managing renewals to retain their business. Prospecting & Outreach: Actively prospect new clients through outbound calls and networking, identifying business needs and proposing appropriate insurance solutions. Risk Management Consultation: Offer professional advice to both prospective and existing clients, ensuring they are adequately protected and providing tailored solutions to their unique needs. Quotations & Proposal Management: Prepare and present insurance proposals to new and existing clients, managing quotations and marketing accounts to various carriers. Audit & Compliance: Conduct audits to ensure policies are compliant, and assist customers at risk of policy termination. Payment Processing & Collections: Handle payment processing for policyholders, ensuring timely and accurate collections. Industry Knowledge: Stay up-to-date with industry trends, regulations, and continue professional development to better serve clients and achieve sales goals. Experience Customer Service Experience: At least 12 years of recent customer service and insurance experience preferred. Sales Experience: Experience in outbound marketing, lead generation, and meeting sales targets. Must be able to pass a background check Education Education: Associates degree or higher preferred; High School diploma or equivalent accepted. Licensing: A Property & Casualty Insurance license is required. Life, Health, and Disability licenses are highly preferred, but we are willing to train the right candidate if unlicensed. Skills and Abilities Microsoft Office Proficiency: Intermediate to advanced proficiency in Excel, Word, Outlook, and PowerPoint. CRM Experience: Familiarity with CRM and AMS systems, particularly Hawksoft, preferred. Communication Skills: Excellent verbal and written communication skills, with the ability to engage with clients at all levels. Organizational Skills: Strong ability to manage multiple priorities in a fast-paced work environment. Problem-Solving: Strong analytical and problem-solving skills, with a solution-oriented approach. Self-Motivation: Highly motivated with a strong work ethic and the ability to thrive in a target-driven environment. Bilingual (Preferred): English/Spanish is highly preferred. Compensation Salary $40,000 - $50,000 depending on experience Plus commission Bonus opportunities Competitive benefits package Paid holidays Paid time off PLEASE GO TO OUR WEBSITE TO SEE APPLICATION PROCESS