Personal Lines Account Manager / Insurance
Heidi Kussurelis Insurance, a P&C insurance agency, is hiring a Personal Lines Account Manager in Ann Arbor, MI.
Join our team and help educate and protect our clients most valuable assets by offering clients personal lines insurance including home, auto, personal umbrellas and life insurance.
Our team members are highly trained because insurance is complicated causing many people to be unaware of the consequences of poor coverage. We provide guidance, helping our clients through a consultative process which builds strong client relationships, product value and peace of mind.
As a Personal Lines Account Manager, you will service customer accounts, building relationships, process applications, uncover insurance needs, and upsell additional lines within accounts. Working closely with our Personal Lines Sales Agents, you will be a valued member of our team delivering exceptional service to customers.
- Handle service requests from customers to add and delete coverages.
- Cross sell additional lines of business to existing customers.
- Obtain and maintain signed application and needed paperwork.
- Refer prospects to appropriate department.
- Document all activities in agency management system.
- Complete applications, quotations, and proposal in appropriate carrier proprietary system or agency management system.
HEIDI KUSSURELIS AGENCY OFFERS YOU:
Income: Salary level is derived from insurance experience and knowledge as well as commission incentive on new sales.
Culture: Enjoy an entrepreneurial environment where ideas are welcomed. Our team embraces a consultative approach with our clients.
Support: Account Managers support our sales associates with administrative tasks so the sales associates stay focused on developing new business.
- Relationship builder with a consultative mindset that raises the bar of professionalism in our industry.
- Curiosity to ask questions and identify ways on how we can help our clients on a holistic insurance approach.
- Persistence to diligently work a sales plan to generate new business.
- Embrace networking in our community to develop a pipeline of referrals and new client prospects.
- Competent in detailed compliance documentation (underwriting).
- Effective time management skills that builds in time for responsiveness to customers.
- 1 – 2+ years of experience as a customer service / account manager within insurance agency, preferably on personal lines.
- Licensed in personal lines insurance or in the process of obtaining licenses.
- Associate or Bachelor Degree preferred.
COMPENSATION AND BENEFITS:
Heidi Kussurelis Insurance will reward your talents with a base salary of $35-$45K, plus incentive pay for upselling within your accounts. Total annual compensation expected to be $45-$60K. A comprehensive employee benefit plan is provided including medical, dental, vision, 401(k) retirement plan, short-term disability, long-term disability and group life.
Heidi Kussurelis Agency, Inc. is a personal and casualty insurance agency located in Ann Arbor, MI with two satellite offices in Southeast Michigan. Locally owned and operated, we opened our doors in 1996. Since then, we have provided insurance solutions to individual and businesses throughout Michigan and are dedicated to future growth. Our team of agents have more than 100 years of experience combined in the insurance industry. Serving our clients and our community is paramount to our mission and culture.
To learn more about Heidi Kussurelis Insurance, visit: www.heidikinsurance.com
JOIN OUR TEAM:
If you are a customer focused individual looking for an opportunity that provides both office support and independence that you desire, we encourage you to apply or reach out to us today. We look forward to exploring if a move to our agency makes sense for you.
Sales Agent and Account Manger positions are also available for personal and commercial lines.
If interested in applying, send us your resume:
P&C Personal lines / P&C Commercial lines / property & casualty insurance / sales / account executive / inside sales / business development / account manager / CISR / CRIS / CRM / CIC / CPCU / ARM / financial services / insurance agency / licensed insurance agent / CSR / Customer service / servicing agent / account relationship manager