As part of our hiring process, candidates must complete the Culture Index Survey. Copy & paste the link into a browser. https://go.cultureindex.com/p/10202015044007mEpvbe
Are you working at an agency where you do a little (or a lot) of everything? If you didn’t have to handle every service request, could you finally earn what you are truly worth? Are you tired of working with a team that does everything a different way?
The Phoenix Insurance is an Independent Property & Casualty Insurance Agency, who advises clients and works with top-rated insurance carriers to find options for complex risks. As one of the largest Specialty Insurance Agencies in the US, we are known for our integrity and keen problem-solving ability.
We are a high volume, fast-paced insurance office that is looking for a results-driven Account Manager with a passion for client retention and growth. This role requires a dynamic individual to proactively manage existing client relationships while identifying opportunities to expand the client base.
Account Manager Job Responsibilities:
- Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
- Analyzes insurance data to identify potential risk and delivers effective solutions.
- Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.
- Proactively contacts clients to schedule and conduct annual review calls.
- Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.
- Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.
Ideal candidates will possess the following:
- At least 3 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
- Self-starter mentality driven to achieve goals and deliver measurable results.
- Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
- Proactive mindset with exceptional analytical and problem-solving abilities.
- Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
- Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web based, computer software programs. Familiarity with EZLynx a plus.
Job Type: Full-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Commission pay
Travel requirement:
Application Question(s):
- In-office training is required before transitioning to a remote position. Are you willing to complete training at our office located at 11615 Forest Central Drive, Dallas, TX?
- As part of our hiring process, candidates must complete the Culture Index Survey before scheduling an interview. Please copy & paste the link into a browser to begin the survey. https://go.cultureindex.com/p/10202015044007mEpvbe
Experience:
- Account management: 3 years (Required)
- Insurance Sales: 3 years (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: Hybrid remote in Dallas, TX 75243