Account Manager

Overview

Do you like to win? Do you want a career in an industry that is essential and stable? The dynamic and resourceful person in this position will work on a WINNING team in a stable industry and make a difference daily by connecting with clients to provide customized insurance products and financial services that meet their needs.

Responsibilities

• Identify all opportunities to propose protection to clients and get them in the right spot regarding insurance and financial services. Provide appropriate offerings to the immediate and surrounding community, with an emphasis on making a difference for individuals and families.
• Assist clients by applying changes and performing other servicing activities to meet the client’s needs effectively, while advising and educating to ensure the client’s complete satisfaction and retention.
• Establish personalized telephone and in-person contact with clients. Create a climate of trust conducive t...