Description About You:
You love helping others and talking to people on the phone and in person, which includes both clients and teammates.
You have a warm and friendly voice.
You are friendly, outgoing, loyal, and enjoy listening to others.
Your style is natural and genuine.
You persuade others by offering empathy, understanding and friendship.
You have a sense of humor and wear a smile most of the time.
You are a people person and detail orientated.
You tend to be patient, optimistic and encouraging to others.
This comes not only from your natural positive spirit, but also from your high degree of sincerity.
You have the ability to self-manage much of your own workload.
You are able to handle both the human side and the task side of the job.
You are conscientious about doing things the correct way and making sure they are accurate.
You are punctual.
You possess high emotional intelligence and can be depended upon to do what you say you will do.
You are comfortable with talking to people on the phone and using a computer all day, so you are computer literate.
You like to work with numbers and learn new things.
You want to ensure that the client is fully protected with the right insurance policies and coverage for their automobiles and home.
You have high personal and professional standards.
You desire to be part of a team and want to be part of the solution and not the problem.
You currently have a Property and Casualty License in the state of Washington for at least two years and have worked in the insurance industry for at least two years as well.
If this sounds like you, please read on. About Us:
We are a family-owned and well-established local business, whose core values are to always demonstrate integrity in every transaction.
We are a team of people helping people.
Our independent insurance business was established 2000 and our team has over 90 years of combined experience.
We are trusted, dependable, and a valuable asset to our community.
We are looking for the right person to join our team.
Our success is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with.
Our experienced insurance agents focus on delivering Washington residents and business owners with exceptional, local customer service and the best customized insurance coverage.
We also invest our time and money by helping local charities.
As an independent insurance agency, we work for our clients, not one insurance company.
Responsibilities Account Manager Responsibilities:
• Quote, issue and service new and renewal insurance policies for auto, home, umbrella and other types of insurance.
• Assist producers with quoting and servicing existing clients and potential new clients.
• Advise clients of proper coverage and limits.
• Answer incoming calls to Evergreen Insurance in a timely manner, and with a friendly demeanor.
• Respond to client texts and emails in a timely fashion.
• Process payments for clients and handle any billing issues as they arise.
• Handle cancellation and policy reinstatements.
• Properly document conversations and store documents such as quotes, pictures, certificates of compliance, Certificate of insurance, and receipts in our agency management system.
• Obtain, record and/or update account information, like phone numbers or email addresses in our agency management system.
• Listen to client issues, concerns, and problems with an ear to get to the root cause and work with them to find a solution.
If you can't resolve the issue, escalate to someone that can.
• Always maintain a professional attitude with a positive and friendly tone with clients and potential clients.
Our goal is always 100% client satisfaction.
Qualifications
• Property Casualty licensed for at least 2 years.
• Must have a minimum of 2 years working in the insurance industry using the license.
• Must know how to use a calculator and perform simple mathematical calculations without a calculator.
• A high school diploma or GED is required.
• Have a warm and friendly phone voice and consider yourself outgoing.
• Possess a strong desire to help people.
• Must be able to work under pressure.
• Must be computer literate, and type quickly and accurately.
• Strong analytical, interpersonal, and communication skills are required.
• Proficient with Microsoft Word, Excel, Outlook, and a calculator.
• Excellent verbal and written communication skills.
• Professional demeanor and positive attitude.
• Bilingual is a plus but not required.