Account Manager

1 week ago

Greenfield, United States Saleen Yang Agency LLC Full time

Saleen Yang Agency LLC - American Family Insurance. We are passionate about serving our communities by inspiring, protecting and restoring dreams. Like family, we are here for you. The Customer Service Specialist provides an 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.

**Benefits for the Insurance Customer Service Representative**:

- **401(k) matched**:

- Competitive base salary offered (commensurate with experience)
- Commission structure offered
- Bonus incentive based on individual/agency performance
- Paid time off - personal time & holidays

**Qualifications for the Insurance Customer Service Representative**:

- This position prefers least **one** qualifying line of authority**:Property; Casualty; or Life Insurance license**:

- Valid driver’s license required
- Demonstrated customer service experience
- Effective communication skills
- Solid knowledge and understanding of basic mathematical skills

**Responsibilities for the Insurance Customer Service Representative**:

- Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
- Drives customer satisfaction by following the American Star best practices: Personal Insurance Review, rate revision notification and claims process
- Processes changes to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- 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
- Performs daily administrative functions to assist the agency owner and team members
- Assists with set up and execution of agency events
- Assist with payment transactions and banking activities
- Participates in reviews of existing coverages and may advise customers regarding policy options
- Estimates and quotes policy premiums complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and takes appropriate action
- Must be detailed oriented, fully accountable, and work independently and as a team
- Ability to multitask efficiently, adapt to change
- Contacts appropriate business partners for guidance when needed
- Bilingual prefer (Spanish)

Work Remotely
- No

Pay: $18.00 - $20.00 per hour

Expected hours: No more than 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Paid time off
- Paid training

Compensation package:

- Bonus opportunities
- Performance bonus
- Profit sharing
- Quarterly bonus
- Yearly bonus

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- Associate (preferred)

**Experience**:

- Microsoft Office: 2 years (required)
- Customer Service: 2 years (required)

Work Location: In person

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