Insurance Account Manager
2 months ago
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Job Summary
The Insurance Account Manager provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Processes change to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
- Schedules appointments with existing or prospective customers for agency employees
- Active Property & Casualty insurance license required.
- Experience in customer service and retention of customers
- Demonstrated customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills
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