Personal Lines Insurance Account Manager

Join Our Team: Where Your Skills Meet Innovation and Opportunity!

About Us:

At Weaver Insurance and Financial Advisors, we take pride in being a leading independent insurance agency recognized for our integrity and exceptional service. Our mission is to forge enduring relationships with our clients and generate a positive impact in our communities. We are dedicated to fostering an inclusive workplace where everyone can excel and contribute to our collective mission.

Why Join Us?

• Competitive Salary: Receive remuneration that reflects your skills and effort.
• Work-Life Harmony: We focus on supporting your well-being.
• Supportive Culture: Thrive in a diverse, inclusive environment that values your input.
• Continuous Growth: Benefit from ongoing professional development opportunities and a chance to advance your career.

Role Overview:

As a proactive self-starter and quick learner, you will effectively manage client relationships and anticipate their needs with minimal supervision. You will be pivotal in planning, researching, and analyzing data for both existing and prospective clients. Your excellent communication skills will be key in maintaining strong relationships with clients, vendors, and team members alike.

Key Responsibilities:

• Serve as the primary liaison for a portfolio of clients, handling inquiries and advocating on their behalf.
• Provide timely and professional responses to stakeholders.
• Stay informed on industry changes to offer sound advice and solutions to clients.
• Develop marketing strategies and prepare detailed client proposals.
• Manage policy processing, invoicing, and compliance tasks efficiently.
• Leverage opportunities to offer additional services to clients.

What You Bring to the Team:

• Exceptional communication and interpersonal skills.
• Basic mathematical proficiency and a knack for picking up new technologies.
• A positive outlook, empathetic nature, and strong listening skills.
• Excellent organizational and time management abilities, capable of multitasking in a dynamic environment.
• Commitment to ethical practices and maintaining confidentiality.