Job Description
A collections specialist at James Walker Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales and retention.
Responsibilities:
- Identify and qualify opportunities with new and existing clients in person online by phone and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up accurate and timely account reviews and general account support. Anticipate respond to and follow up on all existing client needs.
- Actively prospect round accounts and solicit increases in existing client coverage as well as network for new clients including win backs.
- Obtain best coverage/rate for insured process quotes and bind insurance coverage; follow up as necessary with inspection photos and other documentation. Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow up timely quotations and general account support.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Anticipate respond to and follow up on all existing client needs.
- Monitor review and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely accurate and professional manner.
- Collaborate with team members mentor staff provide expertise and answer questions and participate in formal and informal meetings as needed.
- Maintain CE and participate in ongoing education and keep informed regarding industry information new product information legislation coverages and technology to continuously improve knowledge and performance.
Qualifications:
- Hold a Georgia Property and Casualty insurance license (preferred) but will train the right motivated candidate.
- Have a minimum of two years of collections sales or insurance account management experience.
- Possess a valid drivers license and a source of reliable transportation.
- Demonstrate strong knowledge in methods of collecting and have desire of learn insurance product rating procedures underwriting procedures coverages and industry operations to effectively secure new business and maintain existing client base.
- Have a proven track record of business to customer collections success. Possess strong presentation persuasion and negotiation skills with the ability to collect premium and close sales.
- Be people-oriented customer-focused and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision sound business judgment strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Compensation: $30000.00 - $45000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.
Becoming an Insurance Professional
Insurance Professionals go by many names: Brokers Underwriters Claims Representatives Adjusters Actuaries etc. No matter the name what they all have in common is a calling to help prepare people for the future.
NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that in terms of the qualities they seek in an insurance agent NAPAA member agents are among the best there are.
As there is an upcoming worker shortage in the Insurance industry the demand for Insurance Professionals is growing every day! Is this career right for you
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location and not to NAPAA.
Required Experience:
IC
Job DescriptionA collections specialist at James Walker Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales and retention.Responsibilities:Identify and qualify opportunities w...
Job Description
A collections specialist at James Walker Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales and retention.
Responsibilities:
- Identify and qualify opportunities with new and existing clients in person online by phone and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up accurate and timely account reviews and general account support. Anticipate respond to and follow up on all existing client needs.
- Actively prospect round accounts and solicit increases in existing client coverage as well as network for new clients including win backs.
- Obtain best coverage/rate for insured process quotes and bind insurance coverage; follow up as necessary with inspection photos and other documentation. Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow up timely quotations and general account support.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Anticipate respond to and follow up on all existing client needs.
- Monitor review and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely accurate and professional manner.
- Collaborate with team members mentor staff provide expertise and answer questions and participate in formal and informal meetings as needed.
- Maintain CE and participate in ongoing education and keep informed regarding industry information new product information legislation coverages and technology to continuously improve knowledge and performance.
Qualifications:
- Hold a Georgia Property and Casualty insurance license (preferred) but will train the right motivated candidate.
- Have a minimum of two years of collections sales or insurance account management experience.
- Possess a valid drivers license and a source of reliable transportation.
- Demonstrate strong knowledge in methods of collecting and have desire of learn insurance product rating procedures underwriting procedures coverages and industry operations to effectively secure new business and maintain existing client base.
- Have a proven track record of business to customer collections success. Possess strong presentation persuasion and negotiation skills with the ability to collect premium and close sales.
- Be people-oriented customer-focused and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision sound business judgment strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Compensation: $30000.00 - $45000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.
Becoming an Insurance Professional
Insurance Professionals go by many names: Brokers Underwriters Claims Representatives Adjusters Actuaries etc. No matter the name what they all have in common is a calling to help prepare people for the future.
NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that in terms of the qualities they seek in an insurance agent NAPAA member agents are among the best there are.
As there is an upcoming worker shortage in the Insurance industry the demand for Insurance Professionals is growing every day! Is this career right for you
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location and not to NAPAA.
Required Experience:
IC
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