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Location

Lexington, MA | United States

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Job description

Join Tonry Insurance Group , a family-owned independent insurance agency in its 3rd generation of ownership with the 4th generation on board. Rooted in a legacy of dependability and a culture that values work-life balance , we have maintained lasting relationships with both clients and employees, some spanning over decades and generations. Specializing in bonding and insuring contractors of all sizes, we also provide competitive insurance programs for diverse businesses, placing a strong emphasis on adding value for our clients. We offer our employees flexibility, advancement opportunities, and the security of a family-owned business.

As a Personal Insurance Account Manager at Tonry Insurance Group, you'll play a vital role in continuing our legacy of protecting clients and providing peace of mind. If you're passionate about building meaningful client relationships, enjoy learning opportunities, and value the camaraderie of a close-knit team, this position is the perfect fit for you.

• Insurance Account Managers new and learning the insurance industry may make between $40,000 and $50,000 per year. 
• Insurance Account Managers experienced, working, and learning independently in the insurance industry may make between $50,000 - $65,000 per year. 

If you're ready to be part of a dynamic agency with a rich history and a bright future, apply today for the Personal Insurance Account Manager position at Tonry Insurance Group . Join us in shaping the next chapter of our success!

Benefits
Bonus Opportunities###Licensing Assistance###Work from Home Flexible###Paid Time Off (PTO)###Evenings Off###Weekends Off###Holidays Off###Paid Holidays###401k Plan###Career Growth Opportunities###Professional Development###Advancement Opportunities###Continuing Education Opportunities###Hands on Training###Ongoing Training Seminars###Performance Bonuses###Professional Work Environment###Team Building Activities###Retirement Benefits###Healthcare Spending Account###Tuition Reimbursement###Employee Discounts###Paid Parking###Equipment Provided###Office Snacks and Coffee###Pet-Friendly Office###Paid Sick Leave###Family Leave###Wellness Benefits###Health Insurance###Life Insurance###Dental Insurance###Disability Insurance###Supplemental Insurance###Work from Home###Vision Insurance###Mon-Fri Schedule###Retirement Plan###Flexible Hours/Flexible Schedule###
Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conducting follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Present and explain insurance policy options based on client needs and personal goals. 
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Assist clients in navigating their insurance policies and answering any questions they may have.
• Shop renewals based on client updates and plans and current market conditions.

Requirements

• 3+ years of experience in personal insurance preferred.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Assess and prioritize tasks based on urgency and importance, ensuring that critical client needs are addressed promptly and efficiently.
• Candidate must have basic computer software knowledge . This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS. 
• Set and work towards performance goals to meet or exceed targets, ensuring client satisfaction and retention.
• Communicate effectively through written and verbal means , both with clients and team members, to provide clear, concise, and informative responses.

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Job tags

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Salary

$45k - $65k