Commercial Lines Account Manager
3 hours ago
Mission Connect ETA LLC is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service to our clients by handling inquiries, processing insurance policy changes, and ensuring a positive customer experience.
Key Responsibilities:
Client Interaction:
- Respond to customer inquiries in a timely and professional manner, addressing their questions and concerns regarding insurance policies, coverage options, billing, and claims.
- Educate clients about policy features, benefits, and options to help them make informed decisions.
Policy Management:
- Assist clients with policy changes, renewals, cancellations, and endorsements, ensuring all required documentation is complete and accurate.
- Process new insurance applications and maintain detailed records of client interactions and transactions in our agency management system.
Claims Assistance:
- Guide clients through the claims process, ensuring they understand the steps involved and what information is needed.
- Liaise with insurance carriers to follow up on claims status and resolve any issues.
Administrative Duties:
- Perform general office tasks, such as filing, data entry, and maintaining organized records.
- Schedule appointments for policy reviews, consultations, and other client needs.
Customer Retention:
- Proactively reach out to clients for policy reviews, renewals, and to discuss additional coverage options.
- Identify opportunities to cross-sell or upsell additional insurance products that meet clients' needs.
Qualifications:
Experience:
- Previous experience in customer service, within the insurance industry.
- Familiarity with insurance products and services.
- Property & Casualty license.
Skills:
- Excellent communication skills, both verbal and written.
- Strong problem-solving and critical-thinking abilities.
- High level of organizational skills and attention to detail.
- Proficiency in using computer systems and software, including MS Office and insurance agency management systems.
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