Lia Insurance Agency - Insurance Account Manager
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Job Description
Insurance Account Manager
Albany, NY (Remote)
Insurance Account Manager
Are you a licensed insurance agent who is detail oriented, enjoys helping people and very customer focused? If this defines you, then you should consider applying with our agency for the Insurance Account Manager position. Lia Insurance Agency is a growing insurance agency and we are looking for an Account Manager to help service our existing customers and review insurance coverages to make sure our customers are insured at the appropriate level.
As an Account Manager, you will be helping our existing customers over the phone with policy changes, renewal questions, providing quotes for additional lines of coverage and offering insurance advice.
Responsibilities will include but are not limited to:
- Answer questions from customers over the phone and over email
- Assist customers with policy changes
- Account rounding on existing accounts
- Documentation in our client management system
- Maintaining a strong retention rate
- Reviewing coverages with clients and identifying gaps and being able to upsell coverages and cross-sell additional products
Requirements
- Property and Casualty Insurance License in NY
- Customer service experience
- Sales experience preferred
- Knowledge of Google Docs and Microsoft Products
Employee Benefits Include:
- Health, Dental, and Vision coverage
- 401K with employer match
- Paid vacation and sick time
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.