The Uhl Agency
Insurance Account Manager
Job Overview
Are you looking for a new opportunity? We’d love to hear from you!
Join The Uhl Agency team as a Personal Insurance Account Manager and be a part of a legacy built on trust, integrity, and strong client relationships. If you're dedicated to providing exceptional service and understand that the right coverage is about value, not just cost, we invite you to join our team.
At The Uhl Agency, we're not just an insurance agency; we're a legacy. With a proud history that spans 65 years, our agency is built on a strong foundation of values: integrity, respect, teamwork, and community. We've always believed in going beyond just offering insurance – we take a consultative approach to provide our clients with the best coverage for their premium dollar. We understand that proper coverage isn't always the cheapest option, and we're committed to ensuring our clients are well-informed and well-protected.
No previous insurance experience? No problem!
If you have demonstrated success in an office role and possess exemplary customer service skills, we can provide the essential instruction and guidance needed to transition into the insurance industry successfully. Entry-level applicants will be offered a base salary of $35,000 - $40,000 per year. Account managers have the ability to make first-year commissions.
Are you an experienced Insurance Customer Service Representative? Awesome!
Are you ready to take your insurance career to the next level? At our agency, your hard work and commitment are valued, and we believe in recognizing and incentivizing your efforts. The base salary is $50,000+ per year. Account managers will be eligible for our bonus program after one year of service.
If you're ready to provide exceptional customer service, uphold our agency's values, and be a part of a legacy that extends beyond insurance, apply today to become an Insurance Customer Service Representative at The Uhl Agency. Your journey with us begins here.
Salary Range: $35,000.00 - $55,000.00 per year
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Evenings Off
Bonus Opportunities
Licensing Assistance
Work from Home Flexible
Weekends Off
Holidays Off
Paid Holidays
401k Plan
Professional Development
Continuing Education Opportunities
Hands on Training
Equipment Provided
Office Snacks and Coffee
Health Insurance
Life Insurance
Disability Insurance
First Year Commission Program
Bonus Program after 1 Year of Service
Hybrid - Flexible Location, Employer Determines % split
Requirements
- A Property and Casualty license is not required to apply. We will pay 100% for licensing.
- Must have 2+ years of business-related experience to be considered.
- Utilize Microsoft Office Suite, including Word, Excel, and PowerPoint, proficiently to create, edit, and maintain documents and reports.
- Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
- Assess incoming tasks, requests, and inquiries to determine their level of urgency and importance, effectively managing time and resources to meet client needs.
- Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.
- Collaborate with team members through concise and professional written and verbal communication, promoting effective teamwork and client service excellence.
- Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
Responsibilities
- Presents and explains insurance policy options based on client needs and personal goals.
- Enter data accurately and keep track of records regularly to ensure the accuracy and validity of the information.
- Respond to customer inquiries regarding policy questions, changes, and updates. Issue Insurance Documentation (COI, ID cards, etc.)
- Shop renewals based on client updates and plans and current market conditions.
- Follow-up on leads generated from warm leads, referrals, networking, and other lead sources.
- Perform some inside sales activities for additional lines of coverage to existing clients and referrals without the need for cold calling or outbound marketing, once appropriately trained and licensed.