Insurance Account Manager

Insurance Account Manager

Lotfey Dennett Insurance Brokers is a modern, boutique insurance agency located in Portland, Maine. Our agency partners with industry leading insurance companies to offer a diverse portfolio of products for personal insurance, small business insurance, and life insurance solutions. If you are looking to be part of an energetic team and build a rewarding career in the property & casualty insurance industry, please contact us today!

Job Description

Our insurance agency is seeking an Insurance Account Manager. The Account Managers provide a high, professional standard of service to our customers in their overall management of an assigned book of accounts. They consistently initiate contact with existing customers, identify needs and recommend appropriate coverages and products. In addition, the Account Managers work as a team with an assigned Account Executive to write new accounts, retain accounts, and grow the book of business.

Responsibilities

• Possess knowledge of carrier manuals, appetite, services, and coverage forms/products available from each of our carrier partners
• Advise customers/prospects on the insurance policies/products/services available for protecting their business assets
• Responsible with the Account Executive for front-end underwriting of customers to align the proper carrier and best solutions for the customer's insurance needs
• Provide quotations, coverage summaries/comparisons, proposals, and recommendations proposed
• Market new business and renewal submissions to carriers utilizing our standard submission forms
• Responsible for customer communications, conflict resolution, and compliance on customer deliverables. Ensure customer or carrier conflicts are handled in an effective manner by identifying and implementing solutions as issues arise, keeping the Account Executive or Department Director informed of issues.
• Follow all systems, procedures, and regulations set forth by agency, insurance carriers, and state departments of insurance

Qualifications

• Insurance: 2+ years of experience
• Sales: 2+ years of experience
• Customer Service: 2+ years of experience
• High level of initiative and able to work well in a team environment
• Motivated, goal-oriented, persistent, and skilled negotiator
• Strong technical capacity with knowledge of Microsoft Office software products
• Handles stressful situations and deadline pressures well
• Strong communication, organization, and time management skills

Benefits/Perks

• Work from Home Fridays
• Comprehensive Health & Dental Insurance
• Employer-paid group life & disability insurance
• Retirement Plan with company match
• Competitive PTO Plan in Addition to 9 Paid Holidays
• Company Paid Insurance Education
• Company Outings!

Compensation: $45,000.00 - $75,000.00 per year