Insurance Account Manager
Chris Castanza Insurance Agency
Overland Park, KS US
Posted ago
Chris Castanza Insurance Agency
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!
Responsibilities
  • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
  • 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
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
  • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding

  • Prospect for new clients
  • Set/Transfer appointments
  • Handle objections
  • Required to get licensed within the first 30 days of hire. We will provide material

Qualifications
  • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
  • Must have very strong follow up, written and verbal communication skills and problem-solving skills

  • Able to pivot quickly
  • Solutions-oriented
  • 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

Compensation
$40,000 - $60,000 + at plan commission
About Chris Castanza Insurance Agency

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.'

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