Gail Mirchandani Insurance Agency, LLC
Personal Lines Account Manager
Job Overview
Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Account Manager will be responsible to provide leadership for exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.
P&C Licensed and 2 years of Insurance industry knowledge and experience is required.
Salary Range: $48,000.00 - $65,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Holidays
Medical and Dental
Competitive Pay
Bonus Opportunities
Paid Time Off (PTO)
Weekends Off
401K Plan
Team Building Activities including company events
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Requirements
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- A Property & Casualty license is preferred but will train good individual.
- Professional phone etiquette.
- Great Customer Service Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.
Responsibilities
- Process customer policy change requests.
- Handle all incoming claim calls from customers.
- Complete Evidence of Insurance requests
- Take premium payments from customers.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Maintain knowledge of new products.
- Provide?exceptional customer service.
- Be outstanding at relationship building.
- Maintain client relationships with follow up phone calls.
- Schedule appointments for sales staff to meet prospective customers.
- Provide customers with additional information
Remote Type:
No
Job Type:
Full-Time
Job Category:
Customer Service Representative
Company Location:
3150 CROW CANYON PL STE 100 SAN RAMON, CA 94583
Job Ad Location:
San Ramon, CA 94583, US
About Us
Gail Mirchandani Insurance is a premier Farmers Agency in the tri-valley. We have been in business for 14+ years and among the top 3% of the agents countrywide. Our agency offers all lines of insurance including Auto, Home, Umbrella, Life and Business. Our value proposition is the long term relationship with our clients and attention to detail. We make sure they have the right coverage for their risk at all times with our friendly reviews. We are proud to give families, individuals and businesses the personal attention they deserve for what matters to them the most.