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Location

Clearwater, FL | United States

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Job description

Join Genesis One Insurance Group , a leading insurance agency that offers fully remote work opportunities. As an Account Manager, you will have the flexibility to work from anywhere while still making an impact in the insurance industry. We are looking for individuals who are positive, inviting, and eager to provide exceptional service to our clients.

In this role, you will be responsible for managing a portfolio of clients, providing them with superior insurance solutions, and maintaining strong relationships. Clearwater, Florida, is where our office is headquartered, but you have the freedom to work from the comfort of your own home.

Responsibilities :

• Serve as the main point of contact for assigned clients, addressing their insurance needs and inquiries.
• Conduct policy reviews and make appropriate recommendations to ensure clients have adequate coverage.
• Identify opportunities to upsell or cross-sell additional insurance products.
• Resolve client complaints and concerns promptly and professionally.
• Collaborate with underwriters and claims adjusters to process policy changes and claims.

Requirements:

• Prior experience in insurance sales or account management roles in the independent agency environment .
• Strong relationship-building and communication skills.
• Proficiency in insurance software and CRM systems.
• Excellent problem-solving and decision-making abilities.
• Ability to work independently and manage a large client portfolio.
• Licensed in Property & Casualty

Benefits
Paid Time Off (PTO)###Work from Home###Evenings Off###Mon-Fri Schedule###Career Growth Opportunities###
Responsibilities

Account Management : Build and maintain strong relationships with clients, serving as their main point of contact and addressing their insurance needs.

Client Consultation : Understand client goals and objectives, providing customized insurance solutions and offering comprehensive advice.

Renewals and Retention : Proactively manage policy renewals, ensuring client satisfaction and promoting policy retention.

Cross-selling: Identify opportunities to expand client portfolios by cross-selling additional insurance products.

Issue Resolution : Address any client concerns or issues promptly and effectively, striving to provide exceptional service at all times.

Documentation and Reporting : Maintain accurate records of client interactions, policies, and any necessary documentation in our system.

Requirements

- Insurance experience : Previous experience in the insurance industry, preferably in a sales or account management role.

- Communication skills : Excellent verbal and written communication skills to effectively interact with clients and team members.

- Customer-focused: Strong customer service orientation with a passion for exceeding client expectations.

- Self-motivated: Ability to work independently and manage multiple client accounts simultaneously.

- Remote work proficiency : Experience working remotely and the ability to stay productive and organized in a remote setting.

- Tech-savvy : Familiarity with CRM software and other digital tools used in the insurance industry.

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Job tags

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Salary

$35k - $80k