Account Manager Associate
3 weeks ago
Pay Range: $17.61 - $23.52
Under direct supervision, supports account management and sales staff by servicing needs of business customers. Gains an understanding of insurance terms and coverages to effectively interact with external customers and carrier personnel. Meets and adheres to department's established key performance metrics, service time, and quality standards. Works with colleagues in a team-based environment. Some degree of travel may be necessary.
Education and Experience:
Associate degree and 2-years relevant work experience or equivalent combination of education and experience required
Property & Casualty Brokers License required within 6 months of hire
Skills and Abilities:
Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality
Ability to analyze data, research problems and make sound decisions using own judgment, manuals, and available resources
Ability to work independently and in groups
Effective verbal and business writing skills
Proficient with Microsoft Office
Tasks Performed:
35% Process basic policy transactions, including but not limited to, issuing certificates of insurance and policy changes
30% Maintain agency files accurately and consistently by entering data following agency workflows and guidelines
15% Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed
10% Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed
5% Retrieve, scan and attach documents to customers' files
5% Perform other duties as assigned
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
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