Insurance Account Manager

24 hours ago

Norwalk, Connecticut, United States NAPAA Full time
Job Title: Personal & Commercial Lines Customer Service Representative Bilingual

We are seeking a highly skilled and experienced Personal & Commercial Lines Customer Service Representative Bilingual to join our team at Sumra Agency Inc - All State Insurance Company. As a key member of our team, you will be responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism.

Responsibilities:
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Qualifications:
  • Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
  • Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology and Computer proficiency including agency management systems.

As a valued member of our team, you will have the opportunity to work with a dynamic and experienced team of professionals who are passionate about delivering exceptional customer service and building strong relationships with our clients. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role.

We offer a competitive salary range of $40,000.00 - $45,000.00 per year, as well as a comprehensive benefits package that includes 401(k), 401(k) matching, bonus based on performance, dental insurance, health insurance, competitive salary, paid time off, vision insurance, and signing bonus.

NAPAA members understand the value of customers and recognize that treating customers fairly and honestly is the only way to enjoy lasting success. As a member of our team, you will have the opportunity to work with a dynamic and experienced team of professionals who are passionate about delivering exceptional customer service and building strong relationships with our clients.

This agency is independently owned and operated, and your application will go directly to the agency. All hiring decisions will be made by the management of the agency. If you are interested in this exciting opportunity, please submit your application directly to the agency location.

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