Job title: Insurance Account Representative
Company: Chris Castanza Insurance Agency
Job description: We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today!
Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
Assist with the renewal process and any policy updates by providing competitive quotes
Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
- Prospect for new clients
- Set/Transfer appointments
- Handle objections
- Required to get licensed within the first 30 days of hire. We will provide material
Active insurance license in your state or willing to get licensed in 90 days
Associates or Bachelor’s degree required, or commensurate insurance industry experience
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Candidates should be very strong communicators and problem solvers, and have great follow-up skills
Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
- Able to pivot quickly
- Humble and coachable attitude
- High school diploma, G.E.D. or equivalent
- Must be able to pass a background check
- Get Insurance License and once licensed, sell your appointments
At the Chris Castanza Insurance Agency, we are looking for someone who enjoys helping others, likes to talk to people, is friendly and high-energy – Someone who wants to make a difference in our city.
Chris Castanza leads one of the fastest-growing insurance agencies in the country. He was nominated for Personal Lines Agent of the Year twice. His agency is well known for its team approach to business. Chris is a highly sought-after speaker and trainer on accelerating growth in agencies across the nation. His practical and motivational style balances education with enlightening stories. Chris has coached teams and small businesses across the country with a focus on elevating the vision of the organization, developing the talent within teams, and creating frameworks for perpetual success.
Find his book on Amazon: ‘The Great Game of Insurance.’
Location: Overland Park, KS
Job date: Sat, 25 Jun 2022 22:57:54 GMT
Apply for the job now!