Personal Insurance Account Manager
Carey Richmond & Viking Insurance · Middletown, RI · 3 days ago
HybridFull-time
About the role
Carey, Richmond & Viking is one of the leading independent insurance agencies in Southern New England. We are a 3rd generation family-owned insurance agency with thousands of clients throughout the US. At CRV, we invest in our people, support our communities, and foster a culture built on collaboration, learning, and growth. We are looking for an Account Manager to join our Personal Insurance Team.
Benefits
- Competitive pay
- Great work/life balance
- Discretionary PTO
- 11 paid holidays
- Health insurance with company-paid upfront deductible assistance
- Company-paid dental, vision, life, and long-term disability insurance
- Referral bonus
- 401(k) with match
Requirements
- Customer service experience
- At least 2 years of insurance service experience
- Excellent phone etiquette and friendly demeanor
- Excellent written and verbal communication skills
- Computer skills and ability to learn new software
- Active Rhode Island Property & Casualty license
Responsibilities
- Underwrite and issue new and renewal policies
- Identify cross-sell and upsell opportunities
- Collaborate closely with sales executives
- Apply technical insurance knowledge to properly advise clients
Pay
In addition to base salary, this position can earn commission on cross-sell and upsell opportunities.