Now Hiring - Smith Davis Insurance, Inc. - Commercial Lines Account Manager in Council Bluffs, IA

Full description of the position

Job Description Smith Davis Insurance has been in business since 1931 and services the Omaha, NE/Council Bluffs, IA metro area. We are not only committed to providing quality insurance products, but also fostering a supportive and collaborative workplace. Our team benefits from a strong insurance background and extensive product knowledge, allowing them to assist clients in managing and planning for potential risks effectively. At Smith Davis Insurance, our knowledgeable professionals work one-on-one with clients, developing personalized policies and building lasting relationships. As an independent insurance agency, we prioritize our clients interests, creating a dynamic and fulfilling work environment where every team member can thrive and make a meaningful impact. The experienced Commercial Lines Account Manager is responsible for building and nurturing strong relationships with commercial clients, expertly guiding them through every stage of their accounts. This position involves providing exceptional support to producers and collaborating seamlessly with team members to ensure clients receive timely and attentive service. A key aspect of this ole is maintaining high client satisfaction and retention rates, achieved by offering comprehensive insurance solutions tailored to each clients unique needs Salary: $55000.00 - $80000.00 per year * Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Work from Home Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Evenings Off * Responsibilities Maintain a book of business Proactively reach out to clients Conduct ongoing account reviews for your designated portion of the business Work efficiently and effectively with clients on their policies Effective account rounding Generate referrals for Commercial Lines and other departments Educate the clients about the benefits of having our agency as their agency Generate additional revenue on the book of business Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases Identify account rounding opportunities and proactively pursue them Identify coverages that clients have with other agents Generate demand for coverages the client didnt know they needed (i.e. umbrella, cyber, EPLI) Work to attract the business owners personal insurance to the agency Conduct account reviews Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing Follow agency remarketing guidelines Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements Work to manage clients expectations Follow up via phone or email with clients Use every opportunity to confirm and update client contact information Educate clients on the benefits of using our agency Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures Document the management system Follow agency service standards on follow up and follow through Positive attitude and efficient work ethic Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel Conduct audits on new business files Work with the producers to check their new business files for accuracy Send any onboarding materials to clients post-sale Update any missed new business items Sell new business for the agency Take new business opportunities and work to submit them within 48 hours of getting the opportunity Follow the agency sales process Follow up according to the sales process Hold the target agency closing ratio Work with producers to quote and bind new business leads Communicate with the producers on new business quoting proactively Submit quotes within 48 hours Work with underwriters on pricing and getting quotes in a timely manner Work to support the marketing and branding team in the following ways: Provide them any business cards to be entered into marketing campaigns Suggest blog, email and social media topics to the marketing department Share agency social media posts on personal social networks Participate in pictures and agency branding opportunities when invited Requirements * Property & Casualty licensed required. * Experience using AMS360 is a plus * Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. * Possess an upbeat, positive and enthusiastic attitude. * Excellent Communication/interpersonal skills. * Professional phone etiquette. * Career minded vision. * Excellent Spelling and Grammar skills. * Works well with other employees and is a team player with a positive attitude. Company Description Since 1931 Smith Davis Insurance has been a full-service INDEPENDENT insurance agency serving the residents and business owners of Council Bluffs, Omaha and the surrounding communities of Western Iowa and Eastern Nebraska. Our agency provides Auto, Home, Business, Umbrella, Life and Health insurance coverage.