Account Manager Commercial Lines

3 weeks ago


Paradise Valley, United States Wilde Wealth Insurance Services Full time
Job DescriptionJob Description

About Us:

Wilde Wealth Insurance Services is a leading provider of commercial insurance solutions, dedicated to serving businesses of all sizes across various industries. With a commitment to exceptional service and tailored coverage, we strive to protect our clients' assets and mitigate their risks effectively.

Position Overview:

We are seeking a diligent and customer-focused Commercial Insurance Customer Service Representative to join our team. The ideal candidate will possess strong communication skills, attention to detail, and a passion for delivering excellent customer service. This role will involve handling inquiries, processing policy changes, and providing support to our clients and agents.

Responsibilities:

- Serve as a primary point of contact for commercial insurance clients, responding promptly to inquiries via phone and email

- Assist clients with policy inquiries, coverage explanations, and claims processing, ensuring timely and accurate resolution of issues

- Process policy endorsements, renewals, cancellations, and other policy changes in accordance with company guidelines

- Collaborate closely with agents and underwriters to address client needs and optimize policy coverage

- Maintain accurate client records and documentation in our internal database system

- Identify opportunities for upselling and cross-selling additional insurance products to existing clients

- Stay informed about industry trends, regulatory changes, and product updates to provide informed assistance to clients

Qualifications:

- High school diploma or equivalent; bachelor's degree preferred

- Previous experience in customer service or a related field, preferably in the insurance industry

- Strong interpersonal and communication skills, both verbal and written

- Proficiency in Microsoft Office Suite and experience with CRM software

- Ability to multitask, prioritize, and work effectively in a fast-paced environment

- Detail-oriented with excellent organizational skills

- A proactive and solution-oriented mindset, with a commitment to delivering exceptional service to clients

Benefits:

- Competitive salary commensurate with experience

- Paid time off and holidays

- Ongoing training and professional development opportunities

- Collaborative and supportive work environment with opportunities for growth and advancement



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