2 jobs found

The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Job Description Sales Representative The Position The Sales Representative works to expand and grow our customer base by recruiting new referral sources and trade partners. In addition, the Sales Representative maintains an ongoing relationship with trade partners to encourage networking and repeat business. Who Are We Besides offering fire, water, and mold damage restoration services, the team at Restoration 1 also provides emergency services, storm damage services, sewage system cleanup and more! Big or small, our IICRC and IAQA licensed restoration professionals can address your problems in no time. For over a decade, we have been in the business of restoring residential and commercial properties to their former glory. Our reputation for fast responses, unparalleled quality, and uninhibited commitment has contributed to our growth as a company throughout the United States and Canada. We understand that the need for property restoration services can come at the most unexpected times—which is why we are always ready to help! Sales / Account Manager High Payoff Activities:  The Sales will pursue and cultivate strong professional relationships with our referral sources and trade partners by analyzing the market, identifying viable target clients, reaching decision-makers, and intensely focusing on turning leads into accounts and sales. They will estimate and sell water, mold, and fire damage restoration to new and existing customers. They will be visiting and establishing relationships with our targeted trade partners and referral sources, which include, but are not limited to, plumbers, HVAC companies, property mangers, insurance agents and public adjusters. We establish these relationships by offering them a professional and certified trade partner to refer to our mutual clients to, returning work back to them from our customers, and having the security that we will always treat our mutual costumers with the utmost respect and professionalism. Additional Responsibilities:  Develop sales strategies and help develop sales presentation materials. Deliver effective sales presentations in person. Professionally conduct meetings with clients. Plan and manage appointment schedules. Maintain exceptional internal and external customer communication. Maintain accurate sales documentation. Maintain up-to-date knowledge of all products and services and stay current with market trends. Address clients' questions, comments, and concerns to ensure a high level of client satisfaction. Wage Range:  Base Salary: $12,000 to $30,000  Plus  Commission: up to 10% of Gross Sales Reports to:  The Sales / Account Manager will report directly to the Sales Manager / or Owner. Preferred Skills, Experience & Requirements: Extensive face-to-face selling experience Experience managing multiple projects and able to multi-task in a large territory Proficient with computer software programs including MS Office suite (Word, Excel, Outlook and PowerPoint) Experience with a CRM tool Proven track record of sales goal attainment in a longer selling cycle environment Highly competitive, positive, and results driven sales person Excellent presentation skills Excellent oral and written communication skills to build client and solution/value-based proposals Coach-able, trainable, and have a good personality Local knowledge and contacts in one or more market segments preferred Restoration 1 is an Equal Opportunity Employer Job Type: Full-time Pay: $12,000.00 - $30,000.00 per year Education: High school or equivalent (Preferred) Additional Compensation: Commission Bonuses