American Risk Management Resources Network, LLC (ARMR)
This position is responsible for the retention and growth of our new small business unit (SBU). They will be responsible for managing and leading a team within the SBU to achieve their growth goals set by ARMR. The account executive will work closely with insurance agents across the country on book of business to provide high customer service satisfaction; sustain client retention, team support and technical expertise pertaining to environmental insurance. The Account Executive will maintain business relationships via multiple channels of communications and deliver services as a link between the carrier, client, agent and other organizations as necessary. This includes assisting in writing new business and retaining existing accounts that qualify as small business.
Leading a team within the SBU to achieve their goals set by ARMR.
Working with the insurance agents nationally to retain clients and to deliver service to meet client, or agent’s specific needs including but not limited to: Explaining coverage purchased and/ or advantages, and disadvantages of various policies to promote sale of insurance plans.
Provide prompt, accurate, and friendly customer experience to clients. This includes responding to inquiries regarding insurance availability, eligibility, coverage’s, ARMR’s competitive advantage, policy changes, claim support, and billing clarification.
Providing support and leadership to the service team on the small busines unit’s book of business. Support includes working with your team to achieve yearly and monthly production goals.
Record all activities in the management database system for record keeping purposes and to support the sales process.
Establishes payment arrangements with clients for each new/renewal account according to Agency guidelines. Help collect premiums as required.
Reviewing policies and quotes for accuracy and sending them to the insurance agent to sell.
Manage the retention of existing and new business through spreadsheets, company database, email, telephone, voicemail, fax and hard copy documents.
Support with other various ARMR staff duties when they are not available/or time is available. Tasks include but are not limited to: data entry, marketing, data quality control etc.
Able to work/ be available remotely during nonscheduled hours to ensure retention of the book of business: responsibilities including forwarding business line and monitoring emails through company provided smartphone, answering client phone calls or urgent emails as needed.
2+ years of sales experience in commercial property casualty insurance
Carries a property and casualty insurance license
Insurance designations are preferred.
Bachelor’s or Associates degree from a college or university; and/ or minimum of 2 to 3 years work experience at an insurance agency or company specializing in insurance; or minimum of 5 years equivalent combination of education and experience.
Prior experience in EPIC, Salesforce, or its’ equivalent
Must be highly proficient in Microsoft Office, Word, Excel, Outlook and Adobe
Characteristics for Success in this position:
Able to use and learn computer functions quickly
Professional skills in written and verbal communication
Self-motivated and goal-orientated
Pro-active in problem solving
Positive daily attitude
Works well under pressure and deadlines
Strong time management and follow-through skills
Poses a high level of organization skills and the ability to multi-task
Ability to work independently and prioritize duties, as well as work cooperatively in a team environment
If you are interested in applying, please email your resume and cover letter to email@example.com.