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Customer Service Account Manager

4 months ago

Waterloo, United States Crescent City Recruitment Group Full time
Job Title: Customer Service Account Manager

Location: Waterloo, Iowa

Salary: $50-65K

Job Summary of the Customer Service Account Manager: Responsible for providing support to the sales and service team in delivering professional and timely customer service for insurance business clients.

Job Responsibilities of the Customer Service Account Manager:
• Complete tasks to assist agents and producers on items such as renewal processing, processing of monthly reports, and certificate issuance.
• Gather information for new business and renewal applications.
• Prepare applications for submission to selected markets
• Process and follow up on coverage change endorsements.
• Initiate and monitor renewal processes.
• Document all relevant contacts and developments to customer accounts on Agency Management System.
• Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.
• Perform any other duty relevant to agency functions as needed.

Education & Experience of the Customer Service Account Manager:
• Ideal candidate must be an organized, motivated professional who is able to provide excellent customer service.
• Must have a high level of detail orientation.
• Associates or Bachelors degree is required.
• Ability to work in a team atmosphere.
• Strong verbal and written communication skills.
• Candidate must have computer skills including Windows, Outlook, Word, and Excel.
• Insurance experience is desired but not required.