Account Manager/Insurance Producer at Flat Branch Home Loans

Columbia, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 25

Salary

0.0

Posted On

01 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Sales, Customer Service, Policy Management, Claims Assistance, Interpersonal Skills, Communication Skills, Organizational Skills, Microsoft Office Suite, Insurance Products Knowledge, Broker Environment Experience, Vertafore Systems Proficiency, AMS 360 Management System Experience, Self-Starter, Detail-Oriented, Financial Security Understanding, Policy Renewal Management

Industry

Financial Services

Description

Description Basic Description: The Account Manager/Insurance Producer is a licensed individual to interact with customers to quote, write, sell Property & Casualty along with other lines of Insurance and manage all facets of their insurance policies. Will primarily be charged with handling existing book activities such as policy changes, re-markets, document follow up etc. We believe in working to understand and serve customers to meet their insurance and financial security needs. For qualified candidates this role will be hybrid. Responsibilities: Contacts prospective clients about insurance products and policies. Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources. Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs. Suggests modifications and updates to clients’ existing insurance policies. Builds customized insurance policies and packages to meet clients’ needs. Processes insurance policy renewals. Assists clients with filing insurance claims. Maintains print and electronic records and files as required. Performs other related duties as assigned. Service to internal leads and existing book of business Monitor renewals and provide re-market quotes Call on policyholders to deliver and explain policy, initiate back end follow up Ensure that policy requirements are fulfilled, including any necessary inspections and the completion of appropriate forms for coverage Confer with clients to obtain and provide information when claims are made on a policy Perform administrative tasks, such as maintaining records, providing documents to third party companies and handling policy renewals Maintain relationships with clients by providing support, information and guidance to retain their business Values transparency and honesty, always investing in customer relationships Shares their expertise to help educate customers and build trust—especially in new relationships. Requirements Qualifications & Skills: High school diploma or equivalent required Licensed to sell insurance in applicable states. 2 years of related experience preferred. Extensive knowledge of various insurance products and policies. Ability to determine best insurance policy for individual clients. Excellent interpersonal and sales skills. Ability to identify and contact prospective clients. Excellent written and verbal communication skills. Proficient in Microsoft Office Suite or similar software. Proficiency in Vertafore systems a plus. Prolonged periods sitting at a desk and working on a computer Maintain current licensing in all applicable states Working knowledge of insurance and state regulations for personal lines Experience quoting and working with multiple carriers in a broker environment Experience working in AMS 360 Management System or Applied System Excellent organizational and communication skills Motivated self-starter comfortable working in a broker environment

Responsibilities

The Account Manager/Insurance Producer is responsible for interacting with customers to quote, write, sell, and manage insurance policies. This role includes handling existing book activities, processing renewals, and assisting clients with claims.