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Account Rep. II in Maple Shade Township, NJ at Holman Insurance Services

Date Posted: 5/9/2019

Job Snapshot

Job Description

Position Title (Job Code): Account Representative II

* Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This may involve personal visits to dealerships, hosting small company sponsored luncheons or other marketing activities as directed by the business.
* Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business. In addition to working with existing Holman retail customers, this may involve lead follow-up from other sources of business and cross-selling existing insurance clients.
* Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household. Emphasis will be on understanding the holistic view of the household insurance opportunity. In addition to automobile insurance, this may include home, other property, excess liability and life insurance.
* Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation. Information should be delivered in a consultative, needs-based approach that will focus on value versus price.
* Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers. Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies.
* Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested.
* Work closely with management team to help achieve premium and retention targets for all lines of selected business.
* Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization.
* Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline.
* Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested. Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects and business partners during each interaction.

Education and/or Training:

  • Four-year college degree or demonstrated equivalent experience as determined by department management.
  • Property & Casualty Insurance License

Relevant Work Experience:

  • Minimum of one-year experience in insurance industry
  • Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
  • Maintains a quality book of business - 85% retention and 1.4 policies per household