Account Manager

TITLE : Account Manager

CLIENT : Insurance Agency

LOCATION : Pearland, TX

TYPE : Direct-hire | On-site (No Remote or Hybrid)

SALARY : $30,000 - $40,000 DOE + commission

SUMMARY :

Our client, a leading insurance agency, is seeking a highly motivated Account Manager to join their team. In this role you will be supporting the sales goals of the agency to meet long-term and short-term goals for agency growth. This includes new business, cross-sell, add-on selling and upselling opportunities, customer service retention, and profit goals. As well as managing key client relationships.

RESPONSIBILITIES :

• Cross-sell, add-on sell and upsell all products at every opportunity through pivoting.
• Aid in preparing annual review appointments for the account executives.
• Continually follow up and set new prospect appointments.
• Utilize the agency software on a continual basis to update policy and database information.
• Coordinates thank you / welcome letters for new households on a continual basis.
• Review cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Make calls and send letters when appropriate on cancellations and renewal changes.
• Set up and maintain files on all new business accounts.
• Always ask for referrals and thank customers for their business.
• Share responsibilities of answering the phone.
• Manage dashboard activities such as my alerts, marketing postcards / letters, and ACAR telephone follow-up.

REQUIREMENTS :