Customer Service Representative/Account Manager
3 days ago
Meiers Lombardini Lemanski Insurance is a leading independent insurance agency, recognized as a Best Practices Agency since 2016. We pride ourselves on our reputation for integrity and exceptional service to our clients, partners, and communities.
Job DescriptionWe're seeking a highly skilled and organized professional to join our team as a Customer Service Representative/Account Manager. As a key member of our team, you will be responsible for cultivating strong relationships with clients, vendors, and carriers, and providing exceptional service to meet their needs.
Key Responsibilities:
- Cultivate and maintain strong relationships with clients, vendors, and carriers
- Respond to client inquiries and requests in a timely and professional manner
- Research and present answers to client questions about their policies and coverage
- Maintain up-to-date knowledge on carrier products, guidelines, and legislative changes
- Analyze and compare current exposures to develop renewal or new business specs
- Process and submit new and renewal clients for marketing and placement
- Prepare proposals and execute accurate invoicing and financing tasks
- Manage and submit claims throughout the claims process
Requirements:
- Excellent verbal and written communication skills
- Basic math skills and aptitude for learning new technology
- Positive attitude, good listening skills, and empathy
- Highly-organized and strong time management skills
- Ability to multi-task in a fast-paced environment within tight deadlines
What We Offer:
- Competitive compensation
- Work-life balance and employee well-being
- A supportive, diverse, people-first culture and mindset
- A voice at the table to create constructive change and work on purposeful products
We're committed to building long-lasting relationships with our clients and employees, and we're excited to have you join our team
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