Personal Insurance Account Manager @ Duffy Insurance

Duffy Insurance Agency, Inc,

Duffy Insurance and affiliated agencies are a growing family insurance agency in the Greater Boston Area.

Personal Insurance Account Manager

We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. Account management responsibilities include developing strong relationships with customers, connecting with key insurance company partners and stakeholders and preparing sales reports. Account Managers answer client queries and identify new business opportunities among existing customers. If you are familiar with account management software (CRM), have a flair for client communication and understand consumer behavior, we’d like to meet you. Ideally, candidates for this role will know how to meet ambitious individual and team-wide sales quotas. Ultimately, a successful Account Manager should collaborate with our team to achieve goals while keeping our clients satisfied and engaged with our products and services in the long- run.

Responsibilities

  • Serve as the lead point of contact for all customer account management matters

  • Build and maintain strong, long-lasting client relationships

  • Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors

  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives

  • Develop new business with existing clients and/or identify areas of coverage enhancements and improvement to meet goals.

  • Collaborate with sales producers team to identify and grow opportunities within territory

  • Assist with challenging client requests or issue escalations as needed

Skills

  • Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, or relevant role

  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization,

  • Solid experience with CRM software (e.g. AMS360) and MS Office (particularly MS Excel)

  • Experience delivering client-focused solutions to customer needs

  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail

  • Excellent listening, negotiation and presentation abilities

  • Strong verbal and written communication skills

Ready to Apply? Please send your resume to Bill Walsh at Bwalsh@duffyins.com and you may also view the job opening on LinkedIn!

BostonYPA Member