Overview
We are seeking a dynamic and customer-focused Insurance Account Manager to join our team. This role involves managing client relationships, providing expert guidance on various insurance products, and driving sales growth. The ideal candidate will possess strong communication skills, a solid understanding of insurance regulations, and the ability to build lasting client partnerships. Bilingual abilities and experience in outside sales or retail sales are highly valued. The Insurance Account Manager will play a vital role in delivering exceptional service while expanding our client base across multiple insurance lines, including health, life, property casualty, and commercial insurance. This position offers an opportunity for professional development within a supportive environment committed to excellence in insurance solutions.
Responsibilities
- Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
- Conduct outside sales activities to identify new business opportunities and expand the client portfolio.
- Present and explain various insurance products such as health, life, property casualty, and commercial insurance options.
- Negotiate policy terms and premiums with clients to achieve mutually beneficial agreements.
- Manage sales administration tasks including CRM system updates, policy documentation, and benefits administration.
- Assist clients with claims processes, policy renewals, and coverage adjustments to ensure satisfaction.
- Stay informed about industry trends, insurance regulation changes, and product updates to provide accurate advice.
- Collaborate with marketing teams to develop strategies for client acquisition and retention campaigns.
- Ensure compliance with HIPAA regulations when handling sensitive health information during client interactions.
- Provide exceptional customer service through effective communication, client communication management, and problem resolution.
Requirements
- Proven experience in outside sales or retail sales with a focus on insurance or related fields preferred.
- Strong negotiation skills combined with excellent communication abilities in multiple languages (bilingual skills are a plus).
- Knowledge of various insurance lines including health insurance, life insurance, property casualty insurance, and commercial insurance knowledge is essential.
- Familiarity with CRM systems, Microsoft Office suite (Word, Excel, Outlook), and sales administration tools.
- Analysis skills for assessing client needs and recommending appropriate coverage options.
- Understanding of insurance regulation standards such as HIPAA compliance when applicable.
- Ability to build lasting customer relationships through effective client communication and customer service excellence.
- Experience in marketing strategies related to insurance sales is advantageous.
- Strong organizational skills with attention to detail in benefits administration and policy management.
This role is ideal for motivated professionals seeking growth within the insurance industry while delivering outstanding service to clients across diverse sectors.
Job Types: Full-time, Permanent
Pay: $27.86 - $33.55 per hour
Expected hours: 37.5 per week
Benefits:
Work Location: In person
