Franklin Job Openings: Insurance Producer – Account Manager
Insurance Producer
Montgomery & Associates is seeking an energetic and experienced licensed insurance agent for a full time Lead Insurance Agent position.
JOB SUMMARY: Provides service to clients' changing insurance needs by selling Homeowners, Auto, Commercial and other property and casualty insurance products.
CORE JOB DUTIES & RESPONSIBILITIES:
- Outside Sales Position to utilize local referral networks for lead generation.
- Interview prospective clients to obtain data about their financial resources and discuss existing coverage.
- Analyze clients’ current insurance policies and suggest additions or changes.
- Explain the features of various policies
- Customize insurance programs to suit individual clients
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Participating in marketing campaigns and bringing new ideas to generate new business.
JOB REQUIREMENTS:
- Education: Associates or Bachelor’s Degree preferred
- License/Certificates: Property and Casualty License preferred but not required
- Experience: Typically one year work-related experience; prefer experience in the insurance industry
- Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong focusing ability, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
- Language: Bilingual a plus
Do you want to learn more about our organization?
Apply today. Please email a current resume to will@montgomeryassociatesllc.com
Account Manager Position
Montgomery & Associates Insurance Agency is seeking an energetic and experienced licensed insurance agent for a full time Customer Account Specialist position.
JOB SUMMARY: Responsible for handling inbound calls regarding insurance policies from policyholders, agents, third parties, and business partners. Completes and processes all necessary forms. Creates an exceptional customer experience while contributing to individual and team goals. It’s expected that the position will actively participate in the decisions made by management to grow and service our clientele
CORE JOB DUTIES & RESPONSIBILITIES:
- Answers inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products.
- Assist with servicing clients at renewal and reviewing coverages.
- Responsible for effectively using all available resources to make policy changes, answer coverage and billing questions, take payments, and provide requested documentation.
- Completes and processes all necessary forms. Follows up for necessary documents in order to process requested changes.
- Participates in technical and customer service skills training to stay aware of current and best practices.
- Working closely with senior agents to write and service accounts in the property and casualty market.
- Participating in marketing campaigns and bringing new ideas to generate new business.
JOB REQUIREMENTS:
- Education: Associates or Bachelor’s Degree preferred.
- License/Certificates: Property and Casualty License a plus.
- Experience: Typically one year work-related experience; prefer experience in the insurance industry.
- Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong multi-tasking, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
- Language: Bilingual a plus
Apply today. Please email a current resume to jmayes@montgomeryfsb.com
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