Account Manager

Description:

• Providing information to customers in response to customer inquiries on products/services and converting a high percentage to new sales opportunities;

• Matching customer needs to insurance company’s products/services;

• Meeting established sales and service targets;

• Generating new business opportunities by recommending products/services where appropriate;

• Up-selling or cross-selling products/services to existing clients;

• Updating customer records on computer system;

• Resolving customer concerns within authority limits;

• Providing post sales customer service (i.e. policy changes;

• Reviewing coverage(s) and recommending changes as necessary;

• Maintaining quality controls, checks work for accuracy;

• Managing accounts receivable;

• Processing documents, including customer letters and invoices (as needed or directed)

• Referring complex/difficult customer inquiries to team leader or supervisor;

• Maintaining general knowledge and understanding of insurance products distributed by Boreal Group

• Performing other related duties as required.

Required Experience:

• 
  Minimum two (2) to three (3) years of continuous experience in a sales / customer service focused roll

• Ability to establish a rapport, assess and identify cross selling opportunities

• Excellent interpersonal, communication and presentation skills, both verbally and written;

• Client focused and proven relationship building skills;

• Ability to work collaboratively as a key member of a team and independently with minimum supervision;

• Meticulous attention to detail, refined organizational skills and the ability to multi-task;

• Proven ability to prioritize competing requirements and deadlines under pressure;

• Must have strong computer skills and be proficient with the Microsoft Office Package.