Cannabis jobs at The Roots Insurance

Job details
Job Type
Full-time
Number of hires for this role
1
Full Job Description

Summary

The Roots Insurance Agency is looking for our next Commercial Lines Account Manager to join our growing team! The Roots is a boutique independent agency located in Berkley with strong relationships in the business community.

Essential Duties and Responsibilities

The Account Manager’s primary responsibilities include, but are not limited to:

• Providing superior service to clients by answering insurance related questions and discussing product offerings
• Assisting with new business production, including but not limited to new client information intake and quoting
• Complete data entry, including documentation of all conversations with clients and prospective clients, entering new policy information and changes on existing policies into CRM and Applied Epic
• Maintaining strong relationships with both clients and insurance companies
• Delivering insurance proposals and educating customers of coverage options
• Quoting and binding insurance policies
• Cross-selling additional lines of coverage
• Communicate effectively via email and phone
• Assisting clients with claims, billing and the renewal process
• Servicing current clients and their existing policies
• Following renewal process to encourage clients to renew and assist with any renewal issues
• Participating in a wide range of marketing tasks and other important duties as assigned

Education and/or Experience:

• High school diploma or recognized equivalent, required
• Minimum 2+ years commercial lines experience
• P & C license attainment required within 60 days of hire
• Agency management software experience, preferred
• Cannabis insurance experience, preferred

Additional Qualifications

• Able to work independently and enjoy a high degree of interaction with team members
• Must be able to effectively plan and strategize
• Demonstrated persuasiveness, resilience and tenacity
• Able to perform adaptability
• Excellent negotiation skills with a drive to succeed and meet goals
• Stress tolerance
• Strong oral and written communication skills
• Detail oriented and highly organized
• The ability to multitask, prioritize, work independently, and use discretion
• Ability to maintain a professional demeanor and positive attitude

Benefits

• Base salary
• Medical, Dental, vision, life insurance and disability
• 401K with match
• Career Development including support for licensing, CE and insurance designations
• Competitive Paid Time Off program

Job Type: Full-time

Work Location:

• One location

Paid Training:

• Yes

Company's website:

• www.TheRootsIns.com

Work Remotely:

• Temporarily due to COVID-19

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