is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Commercial, Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, Mission Viejo, and Austin; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.
JOB FUNCTIONS:
The Account Manager role is a production seat focused on both creating submission opportunities and converting those opportunities to revenue. The Account Manager will work within an assigned customer base to provide a high level customer service experience while they handle their business opportunities. This position will include the opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.
New Business Marketing and Premium Development:
Responsible for managing and growing an assigned territory
Market Apogee's products within an assigned territory to bring in new business opportunities
Build trusting relationships with independent retail insurance agencies in defined territory, while serving as an advocate during the application, underwriting, and quoting process.
Facilitate the placement and purchase of professional liability insurance coverage for each assigned submission/account
Responsible for learning and understanding company underwriters' appetites for risk and exposure
Qualify new business opportunities for presentation to insurance company underwriters;
Follow up timely with insurance company underwriters to retrieve quotation proposal
Responsible for studying various insurance proposals to determine viability for selling to independent agency customer
Present and sell insurance proposals to retail agent customers sharing features and benefits to compete for the sale
Build policy comparisons and other selling techniques to sell against competing proposals
Convert the new opportunities into revenue by closing the sale
Manage a renewal book of business and prioritize based on expiration and customer expectations
QUALIFICATIONS REQUIRED:
Bachelor's degree is preferred
P&C License (must obtain within first 90 days of employment)
Excellent oral and written communication skills
Ability to work both independently and in teams
Motivated and results-driven personality
Effective negotiation skills
Driven, competitive, with an entrepreneurial drive
EXPERIENCE:
1-3 years of hands-on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
Prior insurance product knowledge and insurance education - a plus!
APOGEE BENEFITS:
Competitive base salary and benefits package with quarterly and end of year bonuses based on production.
Receive compensation for training and continuing education while you learn the business
High-energy and performance-driven work culture, while embracing a flexible life balance
Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
Free lunch provided daily
Full gym on site
Company phone & Surface laptop provided
Corporate Amex and Corporate Enterprise account
Dinner and Hotel paid for while traveling overnight