Account Manager II

• Weichert Insurance Agency is hiring an Account Manager II at the corporate
• location in Morris Plains, NJ. The Account Manager II is responsible for
• providing excellent customer service to a growing group of clients in multiple
• states, responding to inbound service requests in all lines of personal lines
• insurance.  The position facilitates client retention by completing annual
• policy reviews and soliciting additional lines of business to be referred to an
• Account Executive for conversion.

Job responsibilities include, but are not limited to, the following:

• Provides superior customer service to improve customer loyalty. Addresses

clients’ service requests and explains coverage and procedures as necessary.

Answers client questions and escalates issues as they arise.

• Actively introduces additional sales opportunities to current clients in

• order to expand the Agency’s book of business and increase policy revenue.
• Gages client’s level of interest and transfers leads to the appropriate
• Account Executive.  Remains up to date on annual reviews, daily follow ups,
• and meeting referral goals.

• Assists members of their dedicated sales/service team as needed.
• Acts as a client advocate in assessing exposures to risk and providing

• recommendations to cover potential insurable losses. Ensures the customer’s
• policy is based on value, not specifically based on price.  Re-markets those
• customers where price and other circumstance suggest alternative carriers are
• needed.

• Negotiates with Underwriters and works seamlessly with other Agency

colleagues to complete transactions according to agency workflows and

procedures.

• Understands and follows the Agency’s quality and compliance procedures,

• workflows, and goals. Adheres to all published agency standards for all new
• policies and renewal policies.  Secures client acknowledgement and agreement
• to any that do not meet current standards.

• Remains in compliance with all WIA carrier guidelines and binding authority

limits.

• Participates in an active and engaged manner in all Agency activities,

training courses, meetings, and corporate events as assigned or directed by

management.

• Completes all assignments, correspondence, pending follow ups, quotes, calls

and computer work on time and error-free. Ensures all phone calls are

returned by close of business day.

• Promotes teamwork and a positive and inclusive work environment with all

staff at all levels of the organization.

• Performs other duties as assigned.

Qualifications

• The ideal candidate will meet the following requirements:
• High school diploma or GED
• Property and Casualty Insurance License required
• A minimum of three (3) years of relevant insurance work experience
• Excellent customer service skills
• Ability to recognize opportunities and refer accordingly for conversion
• Ability to maintain high ethical standards and quality service to ensure

success

• Proficiency in Microsoft Office suite of products
• Strong oral and written communications skills
• Ability to multitask in a fast-paced environment
• Basic math skills including addition, subtraction, multiplication, division,

percentages, and fractions

• Strong attention to detail
• Knowledge and ability to use typical office equipment (PC, calculator, fax

machine, etc.

• The estimated base salary range for this position is from $55,000 to $65,000
• (annually). The rate of pay offered will be dependent upon several factors
• including but not limited to the candidate's relevant skills, education, work
• experience, job location/geographic region, and/or certifications.

• Weichert offers a comprehensive suite of benefit programs to all eligible
• employees, including medical, dental, and vision insurance, life and disability
• coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending
• Accounts (FSA), and much more.