Client Account Manager

3 weeks ago


Smyrna, United States BARRETT INSURANCE AGENCY Full time
Job DescriptionJob DescriptionBarrett Insurance Agency is a team of local, experienced and trusted insurance advisors, with deep roots in the Middle Tennessee community. Above all, an Account Manager with our agency should have the ability to maintain and build upon the level of trust established over many years with our valued long-time clients. This is accomplished by consistently displaying excellent attention to detail, being a proactive problem solver and by having the empathy and compassion necessary to not only help those shocked by moments of hardship, but by helping to lessen the impact of those moments before they happen.

While we do expect professional and high-quality results from all associates, we always seek to maintain an office environment that is friendly, encouraging and as flexible as can be reasonably accommodated.

This is a front-of-office customer service oriented position, offering industry competitive pay and benefits. Active Tennessee insurance producer licenses are not a requirement for initial employment; but since the ability to perform many responsibilities does depend upon being licensed, we would require them to be obtained after settling in with our team and we would cover the associated costs. A $2,000 bonus is being offered to candidates already having active Tennessee P&C licenses at the time of hiring, after the successful completion of a 60-day trial period.

Regular Responsibilities
  • Manage Immediate Incoming Call & Walk-In Service Needs
  • Participate in Client Follow-Up Routines Needed to Maintain Healthy Accounts and Relationships
  • Efficiently Respond to Client Email Requests
  • Detailed Record Keeping of Client Interactions
  • Claim Communication and Resolution Assistance
  • Daily Commuting to Primary Office in Smyrna
  • Other General Office Responsibilities
Necessary Skills / Experience
  • Excellent Customer Service Ability
  • Strong Communications Skills
  • Ability to Multi-Task and Thrive in a Team Environment
  • Aptitude to Operate within Multiple Computer Platforms and to Follow Information Security Protocols
  • Typing Efficiency
  • Generally Positive and Trustworthy Nature
  • High school degree
Benefits
  • Paid Leave (Vacation, Sick, Personal & Bereavement)
  • Access to HSA Compatible Group Health Insurance Plan
  • Matching Individual Retirement Account (Simple IRA)
  • Employer Funded Short-Term Disability and Life Insurance Plan
  • Bonus Opportunities



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