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The May Group LLC: Personal Lines Account Manager

The May Group LLC

This is a Full-time position in Houston, TX posted June 16, 2021.

JOB DESCRIPTIONAccount Manager Licensed Customer Service Rep Personal LinesPosition Objective: To achieve Premium and Policies-In-Force (PIF) growth goals as defined by the agency through effective and efficient underwriting systems, processes and quality controls.To achieve the position objective Account Manager needs to master the 7 Stages of the Customer Life Cycle (Attracting, Capturing, Nurturing, Converting, Delivering and Satisfying, Up-Selling and getting Referrals) with a high level of confidence.Job Requirements:DEMONSTRATE FRIENDLY PROACTIVE ATTITUDE ALL THAT YOU DOAchieve quarterly performance targets as assigned by agencyAid the agency in the development of retention goals & drive them towards their stated goalMust demonstrate skills necessary to aid agency in growth of revenue through Personal Lines NB sales and retention improvement with assigned block of business.Understand all company & agency plans and programsMust strive for excellence in every interaction with our clients, prospects and communityAid agency in meeting of production goals by Attracting, Capturing, Nurturing, Converting, Delivering and Satisfying, Up-Selling and getting Referrals.Must demonstrate ability to prospect new opportunities through existing clientsMust demonstrate ability to quote, rate and determine eligibility of our core productsMust demonstrate ability to underwrite our core products offered by the companiesMust demonstrate ability to nurture through client educationMust demonstrate ability to close the saleSubmit bound policy and supporting documents to EPIC and needs of carriersMust demonstrate ability to exceed customer expectations after the saleMust demonstrate ability to convert a satisfied customer into raving fans and referral generatorsMust demonstrate the ability to multi task in a fast pace dynamic environmentMust demonstrate ability to prioritize and handle customer issues effectively and efficiently (Workflows)Update Account Rounding Bonus Tracker daily and turned in on Fridays by 4:30Maintain Training Schedules assigned by AgencyHours:40-Hours Total:37.5 Scheduled Hours2.5 Scheduled TrainingCompensation:Base: Pay $15-20/HRPay Increases are based on organic revenue growth of the agency and personal productionBonus:$10-$50 Spot Bonuses for teamwork, extraordinary customer service, doing extra projects, etc.$10 Production Bonus for every life appointments$150 Production Bonus for setting 5 appointments for Commercial Account Rounding$150 Production Bonus for 10 Personal Lines Sales (NH or NLOB)Production Bonus for Flood Policies sold: $15 Per Policy Sold2021 Quarterly Performance targetsProspecting Targets – Attracting, Capturing & Nurturing potential clients through referralsQuote Volume Targets – Internal Data Management & Reporting of Sales OpportunitiesRetention by Product Line(s) – Nurturing and Servicing with ExcellencePersonal Lines New Business Appointments (Sold)Up-Selling Account Rounding Appointments (Scheduled)ReferralsAttendanceTraining and Licensing Schedule(s)Late Pay/Cancellation CallingClient Account Review Targets (20 a week)Use of EPICClient Follow upPromptness on resolving issuesProfessionalismAttitude and Team SupportSignature Date Mgr.

Signature DateJob Type: Full-timePay: $35,000.00 $45,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offPaid trainingVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus payEducation:High school or equivalent (Preferred)Experience:Commercial Insurance: 2 years (Required)Work Location:One locationPaid Training:YesManagement:Team LeadCompany’s website:www.Mayinsurancegroup.ComCompany’s Facebook page:http://www.Mayinsurancegroup.Com/Benefit Conditions:Waiting period may applyWork Remotely:NoCOVID-19 Precaution(s):Remote interview processPersonal protective equipment provided or requiredPlastic shield at work stationsTemperature screeningsSocial distancing guidelines in placeVirtual meetingsSanitizing, disinfecting, or cleaning procedures in place

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