Insurance Account Manager DTRT Insurance Group
Overview
DTRT Insurance Group seeks a dedicated Insurance Account Manager to provide exceptional service to a broad client base across multiple offices. This role involves serving as a trusted advisor, ensuring accurate guidance and timely service while maintaining strong attention to detail. The ideal candidate thrives in a purpose-driven environment with unlimited earning potential and opportunities for advancement.
What You'll Do11
- 1Build relationships with clients and understand their needs to match optimal coverage solutions
- 2Process new policies renewals and updates with accuracy
- 3Round out accounts by identifying coverage gaps and offering suitable options
- 4Communicate with carriers and underwriters to secure favorable outcomes
- 5Support ongoing retention efforts through strong relationship management
- 6Own account strategy and drive business growth within assigned territories
- 7Utilize AMS and CRM systems to streamline processes and enhance client interactions
- 8Deliver customized quotes and proposals using Microsoft applications
- 9Maintain detailed records and ensure compliance with industry regulations
- 10Collaborate with internal teams to align sales strategies with company goals
- 11Drive digital transformation initiatives by adopting new insurance technologies
Requirements11
- 11-3 years of personal lines insurance experience preferred
- 2Active Florida insurance license such as 4-40 2-20 or 20-44
- 3Strong command of Microsoft applications AMS or CRM systems
- 4Excellent attention to detail and organizational skills
- 5High-level communication and customer service abilities
- 6Tech-savvy with ability to learn new systems quickly
- 75+ years of experience in insurance sales
- 8Proven track record of exceeding performance targets
- 9Certification in CPC or BCBA recommended
- 10Experience with AWS and Kubernetes beneficial
- 11Ability to thrive in a fast-paced environment
Salary Insight
$45 - $65k per year
Location
Required Skills
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