Client Relationship Manager – Banking & Investments
Bank of America
Account Manager, Personal Insurance
HUB International
full-time
Posted on:
Location: Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $21 - $28 per hour
Job Level
Junior
About the role
- Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
- Gather information from clients and prepare applications regarding new and/or renewal coverage.
- Prepare policy quotes based on client’s needs, rates and coverages.
- Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
- Maintain the accuracy of data in the agency management system.
- May handle collections of premiums due.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Other responsibilities as assigned by Manager.
Requirements
- Experience servicing personal accounts within an insurance agency.
- Thorough knowledge of personal lines coverages and markets.
- Experience with an electronic agency management system.
- Active Property & Casualty Insurance license.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- 1-2 years of relevant experience
- Travel: Negligible
- Education: High school or equivalent
