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Account Manager
Account ManagerPeachy Insurance • Madison, WI, US
Account Manager

Account Manager

Peachy Insurance • Madison, WI, US
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Remote Account Manager

Insurance is a product that everyone needs but not everyone understands. When people need help with their insurance products, they want a friendly, reliable, and educational experience. This is where you come in! You will be our customer's guide through the bewildering world of insurance and save them money in the process.

A typical day will include :

  • Joining daily huddles to get everyone on the same page as a team
  • Receiving regular training and coaching to sharpen your service skills
  • Taking inbound calls and resolving issues for our customers
  • Recommending additional products to cover policy gaps
  • Meeting with your manager as needed to discuss anything you would like

This would be the perfect fit for you if :

You have a passion for people. Insurance is designed to protect what matters most. In this role, you have the opportunity to put minds at ease by advising individuals on their coverage needs.

You have great problem-solving skills. You do not get easily flustered. You can address customers concerns and fears while keeping their best interests at heart.

You operate with integrity. Our core values are clear : Integrity, Accountability, Continued Development and Respectful Communication. We hold you to these standards daily and expect you to hold us accountable as well.

Here Is What We Have To Offer

  • Hourly Rate + Bonus - $21.63 Hourly starting rate with bonus opportunities
  • Vacation - We start everyone with 9 days with more days added with tenure.
  • Sabbatical Leave - We give you a week off every year once you've worked here 9 months.
  • Health, Dental, and Vision insurance for you and your family.
  • We invest in you - $5,250 per employee per year is available for education and training.
  • Financial Investment - Access to a 401(k) and Financial Advisor.
  • Career Development - We want to invest in your development so you can grow with us.
  • Here Is What We Need From You

  • Go the extra mile to engage customers
  • Manage a large number of incoming calls
  • Address questions and find solutions for clients by assisting with customer questions or concerns, setting expectations, and completing any follow-up work from client interactions.
  • Recommend potential coverages and policies by collecting customer information and analyzing customer needs
  • Meet personal and team sales targets and call handling quotas
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