Adams Bank & Trust
Account Manager - Personal Lines
Adams Bank & Trust, Windsor, California, United States, 95492
We're looking for a qualified, detail-oriented, driven account manager to join our Adams Insurance Advisors team.
Highly skilled in customer service, both in person and over the telephone, is necessary for success in this position. Additionally, the ability to work closely with a team as well as independently is a must.
Job Description
The Account Manager at Adams Insurance Advisors is responsible for directing and coordinating activities of the production staff of the insurance agency. Responsibilities
Oversee the production staff in goal setting and sales training. Partner, network, and plan for new producers, clients, and business opportunities. Monitor, review, and report on key metrics to ensure sales targets are achieved, and document sales activities professionally and timely. Collaborate with team members, mentor staff, provide expertise, and participate in meetings. Interface with insurance company representatives and underwriters to understand market availability. Coordinate marketing efforts with the Marketing Coordinator. Quote premiums for potential new policies as needed. Qualifications
Hold the required state insurance license and have at least two years of personal and commercial lines insurance account management experience, along with a Bachelor's Degree or equivalent work experience. Possess a valid driver's license and reliable transportation. Strong knowledge of insurance products, rating procedures, underwriting, coverages, and industry operations. Ability to solve practical problems with limited standardization and interpret various instructions. People-oriented, customer-focused, and professional in developing client relationships. Excellent organizational skills, sound judgment, decision-making, and communication skills. Outstanding time management skills, team-oriented, proficient with agency management systems and technology. Salary: $18.00 - $27.50 per hour Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries
Banking
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The Account Manager at Adams Insurance Advisors is responsible for directing and coordinating activities of the production staff of the insurance agency. Responsibilities
Oversee the production staff in goal setting and sales training. Partner, network, and plan for new producers, clients, and business opportunities. Monitor, review, and report on key metrics to ensure sales targets are achieved, and document sales activities professionally and timely. Collaborate with team members, mentor staff, provide expertise, and participate in meetings. Interface with insurance company representatives and underwriters to understand market availability. Coordinate marketing efforts with the Marketing Coordinator. Quote premiums for potential new policies as needed. Qualifications
Hold the required state insurance license and have at least two years of personal and commercial lines insurance account management experience, along with a Bachelor's Degree or equivalent work experience. Possess a valid driver's license and reliable transportation. Strong knowledge of insurance products, rating procedures, underwriting, coverages, and industry operations. Ability to solve practical problems with limited standardization and interpret various instructions. People-oriented, customer-focused, and professional in developing client relationships. Excellent organizational skills, sound judgment, decision-making, and communication skills. Outstanding time management skills, team-oriented, proficient with agency management systems and technology. Salary: $18.00 - $27.50 per hour Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries
Banking
#J-18808-Ljbffr