Insurance Customer Service Account Manager

2 months ago


Lake Worth, United States Arden Insurance Associates Inc. Full time
Job DescriptionJob Description

Must have a 440 or 220 Property & Casualty license & 2 years experience. (On-Site position)

We are seeking a passionate, self-driven, Personal Lines Insurance Account Manager / Customer Service Representative to service our existing clients and new customers. As a full-time Insurance Customer Service representative / Account Manager , you will be the primary person servicing the needs of existing clients, cross sell other products and assist the principal agent in placement of all new business policies. Insurance Customer Service representatives / Account Manager candidates should possess good computer skills and friendly professional phone etiquette.


First year expected earning potential with salary + commissions is up to $60,000


Benefits

Annual Base Salary + Commission

Health Insurance

Paid Time Off (PTO)

Holidays Off

Career Growth Opportunities

Warm Leads Provided

Evenings Off

Mon-Fri Schedule

Weekends Off

Equipment Provided


Responsibilities
  • Process customer policy renewal, change requests, handle claim calls, complete certificates of insurance, process payments, and solicit new business by account rounding & new prospect calls/emails.
  • Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Assist principal agent preparing insurance quotes, applications and securing all trailing documents from customers.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Document each customer contact and activities in online management system.
  • Provide exceptional customer service, Maintain client relationships, Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems to maintain client retention.

Requirements
  • A 440 or 2044 or 220 Property & Casualty license is required.
  • Minimum 2 years experience. (On-Site position)
  • Have an upbeat, positive and enthusiastic attitude and be results driven.
  • Excellent Communication/interpersonal & computer skills.
  • Must have ability to work with online / web based agency management system and company portals.
  • Follow through and exceed current and prospective client expectations.


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