Insurance Account Manager

Real Estate
Written By kristy zou

Employer: Zhou Agency
Location: 625 N Michigan Ave Ste 1705 Chicago, IL 60611

Zhou Agency is an advisory company providing integrated services of accounting, insurance, and real estate for both individuals and businesses. We are looking for an Account Manager to lead our insurance team’s personal & commercial lines of business. The Insurance account manager is responsible for procuring new business and retaining existing business by identifying clients’ risk management needs, understanding various carriers’ target and specialty, and obtaining best value coverage and protection for the clients.  In addition, the Account Manager is accountable for meeting revenue goals, managing and improving processes, as well as exemplifying best practices in client service. 

Position:

Insurance Account Manager
Open to Full-time
In-person in Chicago

Responsibilities:

  • Meet New Business Target by converting leads to policies including:

    • Obtaining and presenting business quotes to prospects

    • Identifying insurance exposures, matching exposure with different types of insurance policies, providing recommendations for best coverages 

  • Meet Retention Target by providing excellent client services including:

    • Processing policy change quote requests, cancellations, and processing claims

    • Periodically reviewing policies and renewals to provide updated recommendations for clients based on changes in needs and policies

  • Fully utilize EPIC system to track operations and measure results

  • Follow company procedure regarding process and procedures to ensure compliance

Requirements:

Qualified candidates must be able to demonstrate a high capacity to work independently, must be detail-oriented, and be able to take on multiple tasks in a fast-paced environment.

  • At least 5+ years of experience in the Insurance Industry (1-2 Commercial Line Brokerage)

  • Property & Casualty license required; CPCU preferred

  • Bachelor’s degree in business management, marketing, or a related field

  • Excellent written and verbal communication skills

  • Ability to prioritize and multitask

  • Motivated, self-starter, independent problem-solver & resourceful

Why Work with Us

  • Salary and commission structure based on job experience, 401K, profit sharing

  • Paid vacation, Holidays and Maternity Leave

  • Medical, Dental/Vision, and Life Insurance

  • Position is primarily in office (hybrid)

Employment Type

  • Full-time

Apply To:

Please send your resume to jwang@zhouagency.com

kristy zou
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