Personal Lines Account Manager

Full Time
Spring Hill, FL 34606
Posted
Job description
Our Company:
Join the team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008, which demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources supported by a corporate environment to provide stability, growth opportunity, and risk support, when needed.

Come Grow With Us
!

We are looking for energetic, bright, and talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!
Who We Are:
  • Integrity- We maintain the highest standard of ethical behavior, and do the right thing for the customers and employees.
  • Commitment- We strive to provide value to our customers, our employees and our company.
  • Accountability- We hold ourselves to the highest standards of accountability in all our actions.
  • Respect- We are always mindful to respect our customers, ourselves and each other.
  • Excellence- We focus on going the extra mile to exceed expectations.

Job Requirements:
The Perfect Match:
  • Candidate must have at least 4-40 or 20-44 insurance license. Candidate must be comfortable navigating the web, data entry, and following agency procedures.
  • Expectations: - Provide Outstanding Service, identify and secure new customers through various agency initiatives, and work together as a team.
Job Description:
The Role:
  • Serve as a customer advocate – to our carriers we represent.
  • Provide service to existing customers on a daily basis with tasks to include but not limited to:
    • taking payments
    • reviewing insurance coverage
    • making recommendations of coverage
    • educating customers on their policies
    • educate and provide quotes for other lines of business as they pertain
    • filing a claim
    • provide a customer care review of their coverage in place
    • generate insurance documents (i.e. evidence of insurance, id cards, proof of insurance)
    • provide comparative quotes and move business to other carriers when in the best interests of the customer
    • ask for referrals
  • Work with Prospective clients – gather personal information to be used for generating insurance quotes for various lines of business, building trust and relationships, educate and provide insurance options for their review. Work with various referral sources in securing referrals (agency directed).
  • Work within the guidelines and direction of the agency – Take care of the customer and the carrier(s) we represent.
  • Work with carrier personnel in seeking coverage for a customer - answering carrier questions that pertains to the customer’s risk.
  • Work as part of a team - coordinating efforts and supporting one another in the best interests of the customer, our agency, and our carriers we represent.

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