Insurance Customer Service Account Manager

5 days ago


Gainesville, Virginia, United States Thomas Bigoski Insurance Agency, LLC Full time
Job Title: Licensed Insurance Customer Service Account Manager

Estimated Salary: $50,000 - $70,000 per year

About the Role:

The Thomas Bigoski Insurance Agency, LLC is seeking a highly skilled and experienced Licensed Insurance Customer Service Account Manager to join our team. In this role, you will be responsible for interacting with customers and prospects via phone and email, processing policy changes, communicating with mortgage companies and lienholders/banks, and providing guidance to customers at the time of an accident/claim.

Key Responsibilities:
  • Speak to customers on the phone and via email to process policy changes such as vehicle and coverage changes, mortgage company updates, billing questions and adding/removing drivers.
  • Communicate with mortgage companies and lienholders/banks to get them proper documentation.
  • Follow up with customers on requests that come from insurance carriers.
  • Speak to prospects on the phone, gathering information, advising on coverages for new insurance policies.
  • Follow up with prospects who have been provided insurance quotes.
  • Data entry of prospect information into an insurance company quoting system.
  • Provide guidance to customers at the time of an accident/claim.
Requirements:
  • Prior insurance experience, specifically property & casualty insurance desired.
  • Ability to obtain state Property & Casualty/Life insurance licensing.
  • High School diploma or GED.
  • College degree preferred.
  • Must have proficiency in Google Workspace (email, docs, sheets, etc).
  • Ability to work efficiently and in many cases, multi-task during busy moments of the day.
  • Must have a servants heart in order to maintain the reputation of the agency as the best insurance agency in the area.

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