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Insurance Account Manager

3 months ago

Fort Collins, United States American Family Insurance - Cindy Gerk Agency Full time
Job DescriptionJob DescriptionBenefits:
  • 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
  • Identify opportunity to cross sale American Family product to existing clients.
  • Schedules appointments with existing or prospective customers for agency employees
Qualifications
  • Able to obtain personal lines insurance license within 30 days of employment.
  • Bilingual is preferred but not required.
  • 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