Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Overview:
Heritage Insurance Services, is seeking a highly motivated and experienced Personal Lines Account Manager to join our team at our Fargo location. As an Account Manager, you will be responsible for maintaining and expanding relationships with our existing clients. You will serve as the main point of contact for clients, ensuring their satisfaction and identifying opportunities for growth. This is a great opportunity to join a dynamic team and contribute to the success of our organization.
Duties:
- Develop and maintain strong relationships with assigned client accounts
- Understand client needs and objectives, and provide tailored solutions
- Conduct regular meetings and check-ins with clients to ensure satisfaction
- Identify opportunities for upselling or cross-selling additional products or services
- Collaborate with internal teams to address client concerns or issues
- Stay updated on industry trends and developments that may impact client accounts
- Provide exceptional customer service and resolve any client issues in a timely manner
Qualifications:
- Proven experience in account management or a similar role
- Strong negotiation and communication skills
- Demonstrated leadership abilities
- Ability to analyze data and make informed decisions
- Technical sales experience is a plus
- Proven track record of meeting or exceeding sales targets
- Experience with warm calling and business development strategies
Benefits:
- Competitive salary based on experience
- Comprehensive health benefits package
- Retirement savings plan with company match
- Paid time off and holidays
If you are a results-oriented individual with excellent communication skills and a passion for building strong client relationships, we would love to hear from you. Apply today to join our team as an Account Manager!
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Travel requirement:
People with a criminal record are encouraged to apply
Ability to Relocate:
Work Location: In person
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