Job Description

Job Description

Job Description

Description:

The Position:

We’re looking for a passionate Account Manager to join Evertree Insurance, or our sister company, Atlantic Bay Insurance (ABI). A Personal Lines Account Manager is required to keep up in a fast-paced industry and provide top-notch service to clients, partners, and carriers. Problem-solving skills and critical thinking are a must so that every interaction is pleasant, efficient and ends with the appropriate outcome. If you’re driven, passionate, goal-oriented, and coachable, Evertree or ABI is the place for you!

The Day-To-Day:

• Keep up in this fast-paced industry and service insurance policies, while maintaining client relationships
• Balance incoming cases from email, phone calls, and internal requests
• Notate client files effectively from an errors and omissions standpoint so a team member has sufficient information when taking over the file
• Recognize when to properly follow up with clients, carriers, and partners
• Analyze how to handle specific situations to avoid bigger issues
• Knowledge of multiple insurance carrier portals
• Maintain a positive attitude and be a team player

What We’re Looking For:

• P&C licensed or willing to become licensed (we help with that!)
• Efficiency/organization
• Strong work ethic
• Calm under pressure
• Adaptability/coachability
• Enthusiasm
• Analytical skills
• Strong communication skills
• Tech savvy
• Openness to criticism

The Perks:

• Hybrid Schedule
• Health, dental, vision, disability, and life coverages
• Paid time off
• Paid maternity and paternity leave
• 401(k) with match
• Team building and family-friendly events

The Company:

Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high-paying jobs and positively impacting the communities we serve. Evertree has over 200+ employees and operates across all 50 states.

At Evertree, we double down on the human; talent is core. Our industry-leading talent fuels our business to foster engagement, efficiency, and community-centric best practice. We are naturally innovative and genuine, have integrity and grit, embrace diversity, and value community.

Evertree’s leadership team has 100+ years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry’s most prominent private equity firms focused on partnering with technology-enabled services companies. Our partners pull seasoned success to drive edge cutting-edge operational growth strategies through vision and investment that will revolutionize the insurance industry.

Evertree is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

Job Type: Full-time

Pay: From $42,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities

Experience:

• Customer service: 3 years (Required)

Location:

• Virginia Beach, VA 23452 (Required)

Work Location: Hybrid remote in Virginia Beach, VA 23452

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