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Personal Lines Account Manager

Company: Hulett Insurance
Location: Arlington
Posted on: November 9, 2019

Job Description:

Job Summary: Accountable for servicing and cross selling to assigned book of business. Must interact and serve customers by providing insurance and service information; resolving issues and servicing policies. Strive to build relationships with customers to ensure customer satisfaction and retention Responsibilities

  • Attract potential customers by answering insurance and service questions via phone or correspondence, suggesting information about other products and services.
  • Open customer accounts by recording account information into databases.
  • Maintain or Input customer records by updating account information and making changes.
  • Check policy information and policy for accuracy.
  • Resolves issues by clarifying the customer's complaint, determining the cause of the problem, select and explaining the best solution to solve the problem; expediting correction or adjustment, following up to ensure resolution.
  • Recommend or explain potential insurance products or services to management by collecting customer information and analyzing customer needs.
  • Responsible for creating and distributing invoices, certificates and ID cards.
  • Contribute by accomplishing team production goals.
  • Protect company's value by keeping information confidential.
  • Comply with federal, state, and company policies, procedures and regulations.
  • Must have Texas P & C license or willing to obtain license.

    QualificationsExperience / Requirement:
    • Property & Casualty Insurance License
    • 1 year insurance experience preferred
    • Captive or Independent Agency experience
    • The ability to handle and prioritize multiple tasks
    • Excellent communication & customer service skills
    • Strong computer proficiency with Microsoft Office products and other programs such as Agency Management systems
    • A Property & Casualty license for the state of business and will fulfill continuing education requirements to retain licensing
      Office Location: Arlington, Texas
      Our ideal candidate is proactive, preceptive, proficient and genuine, they are self-motivated, sales/services-minded professional who is passionate about helping people meet their insurance needs. We have been in business for over 24 years and have an immediate need for someone who is bright, talented and enjoys the insurance industry. Must be licensed to sell insurance. Please provide resume and reference source.

Keywords: Hulett Insurance, Arlington , Personal Lines Account Manager, Executive , Arlington, Texas

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