Insurance Account Manager Description

Company Overview:

Smith Allen Insurance is a leading independent insurance agency that specializes in providing preferred personal insurance to clients in the DFW area.  The typical client has multiple personal insurance policies - homeowners, personal auto and perhaps umbrella and other policies.  Smith Allen provides insurance products from a select group of preferred insurance carriers - Travelers, Allstate, Hippo, Progressive, Safeco, Hartford, State Auto, Kemper, Chubb, and others.

Job Summary:

We take great pride in our company, the culture, and this opportunity.  Here are some reasons why.

• We adhere to our core training principles with all employees but do not implement a “One Size Fit’s All” approach to their training, personal, and career development.  Each employee is provided plenty of mentorship, coaching, and support catered to their individual strengths, weaknesses, and goals.

• This role will allow a lot of autonomy and schedule flexibility.

• We don’t “sell” - instead we provide professional advice to our clients.  Our focus is long-term growth, as opposed to immediate gains.

• A privately owned 3rd generation family business that is growing fast.  There is no bureaucracy, and each employee has a direct line of communication to the owner.  The owner is not in Sales – his sole focus is growing the company and helping his team succeed.

• We reimburse marketing, networking, and mileage expenses. 

• We are very professional with our clients.  Yet we have a casual office environment with very “low drama.”  We play music in our office, host happy hours, have TVs, ping pong tables, and you can dress casually. 

• Our service team is best in class.  They are local and in-office so our clients know they always have an actual person to help with their problem.

• Medical and Dental insurance benefits.

• Bi-monthly team happy hour.  Our typical Friday workday ends at 2:30.

• Company outings with significant others and children. 

Responsibilities:

• Assist with client remarkets to shop their renewals to ensure they are in the most competitive options.  Be able to provide accurate and concise advice to clients.

• Develop expert knowledge of personal P&C insurance, and the various carriers that Smith Allen represents.

• Effectively communicate with prospects and clients while they are going through the home-buying process.

• Follow up with past clients and leads to provide updated quotes.

• Build and maintain strong networking relationships with Mortgage Loan Officers, Realtors, and other local professionals.

• Effectively and continuously network-Attending breakfasts, lunches, happy hours, and scheduling one-on-one meetings with potential business partners.  A typical week may entail multiple Networking Events, one-on-ones, and “Drops” into Mortgage and Realtor offices. 

• Regularly visit Mortgage and Realtor offices to prospect and see current partners.

• Effectively communicate with Mortgage Loan Officers and Realtors to show a full understanding of their client process, goals, and “pain points.”

• Track and update critical activities including Mortgage Lender & Realtor Prospects and networking events/opportunities.

For more information, please contact brian@smithallen.com.