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Insurance Customer Service Representative/account
4 months ago
**Benefits/Perks**:
- Comprehensive health insurance
- Life insurance
- 401k with company match
- Profit Sharing
- Generous paid time off, including vacations and holidays
- Employee appreciation events, such as lunches and happy hours
- Stocked breakroom with snacks and beverages
- Professional development and training opportunities and continuing education support
**Job Summary and Company Description**:
We are seeking a Personal Lines Account Manager to nurture and grow our client relationships by providing exceptional service and educating customers on insurance benefits. Our agency is committed to integrity, customer focus, and community involvement, and we strive to empower our clients and staff with comprehensive insurance solutions.
**Responsibilities**:
- Proactively engage with clients and conduct thorough account reviews
- Identify and pursue opportunities for account rounding and generating referrals
- Educate clients on the advantages of our services and actively re-engage lost high-quality customers
- Support ongoing marketing initiatives and maintain strong client relationships
**Qualifications**:
- Proven experience in personal lines account management
- Strong understanding of insurance products, including emerging coverages
- Excellent communication, persuasion, and customer service skills
- Ability to work independently with effective problem-solving capabilities
- Positive attitude and proficiency in using technology to enhance service delivery
**About Us**:
With a foundation built on service, integrity, and efficiency, our agency has been a trusted partner in the insurance industry for over 60 years. We are deeply embedded in the community, focusing on creating value and delivering superior service to our clients. Our team is driven by our STRIVE values—Service, Teamwork, Respect, Integrity, Value Creation, and Efficiency—ensuring we meet the highest standards of client care and internal collaboration.
