Account Manager - Customer Service Representative

Career Development:

This is not just a job, it’s a career, and we are here to support you every step of the way. We want you to be successful and fulfilled. Through on-the-job experiences, personalized coaching, formal coursework, licensing, and designations, we encourage you – at every level – to grow and develop.

About Stein Insurance Agency Inc

Located on the main street of Lindstrom, we are a team of energetic professionals dedicated to excellence and Customer Service. We are a 4th generation family-owned agency looking to shake things up and grow! We take pride in our community and are passionate about what we do. We attribute our longevity and success to our core values: Driven To Be The Best, Teamwork, Pride In Our Work, Mix Things Up, Care For People, Have Fun! Come join our ambitious team and help us pivot to the next level.

Job Summary:

The Account Manager is responsible for facilitating producer sales by assisting the producer(s) in servicing a book of business. This includes new and renewal placements. This is a customer centered, fast paced position requiring excellent communication and time management skills.

Who We Are Looking For:

• A client service advocate, passionate about delivering exceptional Customer Service and support
• You genuinely enjoy people and connecting with others
• Bachelors or Associate degree, or equivalent insurance/industry experience preferred
• You are a self-starter
• You are ready to throw all stereotypes of “insurance” out the window and challenge the status-quo
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days.
• Your are resourceful, entrepreneurial, and can think on your feet
• You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it
• You’re that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues, and carriers.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more vanilla structure for you. You enjoy using your brain!
• Able to work in the following software - Word, Excel, PowerPoint, Outlook

What You Can Expect On Any Given Day:

• Handling incoming service requests from customers and carriers.
• Inform, educate, and make recommendations to clients, carriers, and underwriters.
• Managing new and renewal insurance which includes negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Determining acceptability and placement of coverage, providing customers with insurance coverage recommendations for improved or additional coverage.
• Update customer information, keep CRM updated, ensure account data is accurately captured.
• Engaging in sales activities: cross-sell, upsell
• Delivering effective and efficient Customer Service excellence.
• Ensuring quality control through proper file documentation and maintenance.
• Maintaining confidentiality and be an all-around awesome member of our team

Benefits:

• Competitive Pay + commission opportunities
• Retirement Plan with match
• Health Insurance Benefits
• Full time only - No remote work
• Paid Time Off
• Paid licensing, continuing education, and designation achievement
• Fun work environment, professional growth, opportunities for advancement

We look forward to hearing from you! Send resumes & cover letter to megan@steininsurance.com