Note: The job is a remote job and is open to candidates in USA. PMC Advantage Insurance Services is seeking an Account Manager to support Business Development Executives in servicing and developing P&C insurance programs. The role involves marketing and selling insurance products, building relationships with clients, and managing accounts for growth and retention.
Responsibilities
- Meet or exceed assigned production goals established by management
- Coordinate sales and retention activities with Business Development Executives in assigned territory
- Manage existing insureds' accounts to create long-term relationships
- Proactively contact current insureds to upsell or round out accounts
- Pursue opportunities for account growth and new business, involving Business Development Executives and other key internal partners
- Provide regular and proactive communication with internal and external partners. Provide strong team representation and set proper member expectations
- Provide timely and accurate coverage analysis and insurance proposals and effectively communicate to insureds
- Understand and apply underwriting guidelines
- Properly rate insurance proposals
- Attend and participate in meetings and conventions as requested
- Provide superior customer service while ensuring timely coverage analysis and detailed documentation supporting conversations and consumer decisions
Skills
- High School Diploma or equivalent and 3 years of related experience; or
- Associate's Degree or equivalent and 1 year of related experience; or
- Bachelor's Degree
- High School Diploma or equivalent and 5 years of related experience; or
- Associate's Degree or equivalent and 3 years of related experience; or
- Bachelor's Degree and 2 years of related experience
- Possess Property, Casualty, Life & Health licenses or obtain within 60 days of hire
- Demonstrates knowledge of insurance principles, practices, and products
- Designs and executes effective strategies to identify member's and prospect needs independently
- Build relationships with members to support ongoing business opportunities and new member opportunities
- Demonstrates expert knowledge of insurance principles, practices, and products
- Demonstrates ability to train and mentor a level I Account Managers
- Demonstrates ability to efficiently identify member and prospect needs
- Execute on cross-sell and retention marketing programs
- Meet or exceed assigned production goals established by management
- Coordinate sales and retention activities with Business Development Executives in assigned territory
- Manage existing insureds' accounts to create long-term relationships
- Proactively contact current insureds to upsell or round out accounts
- Pursue opportunities for account growth and new business, involving Business Development Executives and other key internal partners
- Provide regular and proactive communication with internal and external partners. Provide strong team representation and set proper member expectations
- Provide timely and accurate coverage analysis and insurance proposals and effectively communicate to insureds
- Understand and apply underwriting guidelines
- Properly rate insurance proposals
- Attend and participate in meetings and conventions as requested
- Provide superior customer service while ensuring timely coverage analysis and detailed documentation supporting conversations and consumer decisions
- Ability to build relationships and conduct business within assigned territories by phone, marketing, email, and provide outstanding personalized service
- Strong telephone sales and customer service skills
- Thorough knowledge or the ability to acquire such knowledge in a short period of time of principles and practices of insurance underwriting, insurance sales, and collection and interpretation of data
- Ability to use initiative and apply innovative thinking
- Strong organizational skills and ability to prioritize work
- Ability to establish and maintain effective working relationships in a team environment through effective written and oral communication
- Ability to work independently to make critical decisions and analyze complex issues
- Ability to interpret and apply laws, rules and regulations
- Ability to obtain and utilize sensitive information discreetly and objectively
- Above average office skills, including: Record-keeping and documentation, Report generation, Typing, Written and Verbal Communication, Telephone, Attending and hosting virtual meetings, Computer and software (including but not limited to Microsoft Word and Excel)
- Ability to read, interpret, and input data efficiently and accurately
- Demonstrated understanding of when to escalate concerns to the appropriate level of management
- Possess one of the following industry related certifications or similar: Associate in Insurance (AINS), Associate in Personal Insurance (API), Certified Insurance Service Representative (CISR), Accredited Advisor in Insurance (AAI), Associate in Insurance Services (AIS), Accredited Customer Service Representative (ACSR)
Benefits
- Annual discretionary bonus
- Health, Dental, Vision & Life coverage
- 401(k) with Company Match
- Paid Time Off
- 8 Paid Holidays
- Volunteer Time Off
- Paid Parental Leave
- Hybrid/Remote Work Options
- Employee Assistance Program
- Tuition Reimbursement
Company Overview