Account Manager

3 months ago


Saint George, United States Udy & Associates, Inc. Full time
Job DescriptionJob DescriptionBenefits:
  • Simple IRA
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Summary
The 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 find opportunity for product cross-sales.
  • 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
Qualifications
  • Job contingent on active Property & Casualty license in Utah required within 30 days of employment.
  • Demonstrated customer service experience
  • Confident communicating with client via phone and email.
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
  • Solid knowledge and understanding of basic mathematical skills
  • Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.


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