AssuranceAmerica

Account Manager

• Travel within your designated territory to meet with independent agencies and foster strong relationships.
• Drive sales and revenue growth by identifying new business opportunities and maximizing existing accounts.
• Provide training and support to agency partners, helping them understand our products, services, and value proposition.
• Collaborate with internal teams to develop and implement strategic initiatives to drive territory growth.
• Stay up to date on industry trends, market developments, and competitor activities to inform your strategy.
• Represent AssuranceAmerica at industry events, conferences, and networking opportunities to expand our presence and influence.

Territory Manager

Customer Support

• Serve as a problem-solver on the front lines, responding to inbound customer calls with a focus on identifying root cause of issues, analyzing unique situations, and delivering accurate, personalized solutions that align with company standards and customer needs.
• Apply sound judgement and critical thinking when assisting with underwriting activities, ensuring timely and appropriate handling of exceptions or nuanced policy scenarios.
• Navigate and leverage the policy management system efficiently, using its tools to troubleshoot issues, improve processing accuracy, and identify trends or recurring challenges.
• Collaborate across the team with a solutions-oriented mindset, contributing to team discussions and best practices that enhance customer outcomes and operational effectiveness.
• Prioritize and organize daily tasks with attention to detail and time management, ensuring timely and thorough resolution of customer inquiries and back-end responsibilities.
• Consistently meet or exceed departmental KPIs and performance metrics by balancing efficiency with high-quality customer engagement.
• Demonstrate initiative and a growth mindset, actively seeking opportunities to broaden knowledge across departments and contribute to process improvements – positioning yourself for future advancement into roles in underwriting, sales, claims, or operations.

Customer Experience Representative

• Proactively cultivate and strengthen relationships with a designated portfolio of existing agents
• Act as the liaison between agents and internal teams to resolve issues
• Guide and manage agents to achieve sales quotas and business objectives
• Execute daily outbound calls and respond to inbound inquiries
• Drive new agency onboarding by leading training sessions
• Partner with field Territory Managers and National Accounts teams to align strategies

Territory Manager

Customer Experience Representative

Inside Territory Manager