Benefits:
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Company parties
ROLE DESCRIPTION:
As Account Manager for Robert Boerner Insurance and Financial Services Inc, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
- Develop and maintain customer relationships to drive retention and growth.
- Conduct policy reviews and provide recommendations to customers.
- Oversee the resolution of complex customer issues.
- Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
- Experience in insurance sales or account management preferred.
- Leadership and interpersonal skills.
- Proven track record of meeting sales targets.
- Willingness to engage in sales conversations.
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