Account Manager - Personal Lines

Job Description

The Account Manager at Adams Insurance Advisors is responsible for directing and coordinating activities of the production staff of the insurance agency.

Responsibilities

• Oversight of the production staff of the agency in goal setting and sales training.
• Active partnership, networking, and planning for new producers, clients, and business opportunities.
• Monitoring, reviewing, and reporting on key metrics to ensure sales targets are achieved, and execution of sales activity documentation in a timely, accurate, and professional manner.
• Collaboration with team members, mentoring staff, providing expertise, answering questions, and participating in formal and informal meetings as needed.
• Interface with representatives of insurance companies and underwriters to know market availability.
• Coordination of marketing efforts with the Marketing Coordinator.
• Quoting premiums on potential new policies when necessary.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
• Possess a valid driver's license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency including agency management systems.