Insurance Account Manager

3 days ago


Fort Collins, Colorado, United States American Family Insurance Full time

Job Summary

The Insurance Account Manager provides exceptional customer experiences for potential and existing customers at American Family Insurance. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Key Responsibilities

  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships.
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
  • Processes changes to existing accounts and policies.
  • Identifies opportunities to cross-sell American Family products to existing clients.
  • Schedules appointments with existing or prospective customers for agency employees.

Requirements

  • Able to obtain a personal lines insurance license within 30 days of employment.
  • Bilingual is preferred but not required.
  • Demonstrated customer service experience.
  • Effective communication skills.
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer).
  • Solid knowledge and understanding of basic mathematical skills.

Agency Team Member

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.



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