TRANSPORTATION ACCOUNT MANAGER (82203)
$31,200–$31,200 year
On-siteDubuque, Iowa, United States
Job Summary
Conduct risk assessments to pre-qualify prospects and analyze insurance plans to determine suitability for clients of all sizes. Offer new or different coverages to current clients based on expertise and customer requests. Establish and maintain close relationships with clients, insurance carriers, and underwriters to maximize effectiveness. Focus on client service and retention while ensuring timely and accurate client file documentation. Complete and submit applications, review existing accounts, and proactively update coverage. Provide mentorship and training to new employees, promoting TRICOR, LLC in the community through continuous learning and education.
Required Qualifications
- years of experience with various business line products
- solid understanding of insurance products and services
- professional communication skills
- insurance knowledge
- ability to pre-qualify prospects by doing a risk assessment
- Ability to leverage expertise to offer new and/or different coverages to current clients
- expert knowledge around analyzing and comparing insurance plans to determine suitability for clients of all sizes
- Ability to establish & maintain close relationships with clients, insurance carriers/underwriters
- Ability to provide mentorship and/or training to new employees
- Ability to focus on client service and retention
- Ability to timely and accurately document client files
- Ability to review & evaluate new and existing accounts
- Ability to complete & submit applications
- Ability to re-actively update and/or add new coverage based on customer request
- Ability to further develop through continuing education insurance knowledge
- Ability to promote TRICOR, LLC in the community
- Dress for your day Monday – Friday
Desired Qualifications
- entrepreneurial spirit
- personable
- self-motivated
- proactive
- continuous learning mindset
- organized self-starter
- flourishes in working in a customer service role
- integrity
- treat clients, co-workers and co-partners fairly, honestly and professionally
- continuously look for ways to improve what you do and how you do it
- evaluate your value in both skills and performance
- set personal challenging goals
- search for new opportunities to succeed
- believe what is best for your client is best for TRICOR, LLC
- give back to the communities in which you live and work
- dedicate time, talents and money to make a difference
- help clients understand coverage available, their risk, their current coverage and resolutions to protect their assets
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.