Join a team that cares about our customers and you! Luis Moreno Farmers Insurance in San Antonio, Texas, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.
Salary Range: $25,000.00 - $30,000.00 per year
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Be a great self-starter with a sense of urgency.
Proficiency to multi-task, follow-thru and follow-up.
Must be highly self-motivated.
A Property & Casualty insurance license is required.
A Life & Health Insurance license is preferred. Will be required to get after hire with 6 months.
Bilingual, fluent in both English and Spanish is beneficial.
No insurance experience required but must be willing to learn
Meet new business production goals and objectives as established.
Develop insurance quotes, make sales presentations, and close sales.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers and follow-up.
Complete Evidence of Insurance requests.
Document each customer contact in eAgent.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
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.
Answer incoming phone calls on the first ring.
Return all phone messages promptly.
Share training and education knowledge and expertise with team members.
Thoroughly understand and follow all underwriting, rating and compliance requirements.
Maintain knowledge of new products and services.
Prospecting and generating new business through leads & referral sources.
Generating insurance quotes.
Provide exceptional customer service and support.
Be outstanding at relationship building.
Develop and maintain client relationships.
Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
Provide customers with additional information about new products and services.
Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Work independently and as part of a team.
Handle customer renewals.