Insurance Account Manager

10 hours ago


Austin, Texas, United States Whorton Insurance Services Full time
Job Title: Small Business Customer Service RepresentativeJob Summary:

We are seeking a highly skilled and customer-focused Small Business Customer Service Representative to join our team at Whorton Insurance Services. As a key member of our team, you will be responsible for providing exceptional service to our clients, handling inquiries, and ensuring our clients receive top-notch support with professionalism and efficiency.

Key Responsibilities:
  • Provide outstanding service to existing clients by updating policies, offering quotes, processing payments, answering questions, and handling documentation.
  • Manage customer calls and correspondence regarding both new and existing insurance policies, and service all claims.
  • Assist new clients or support producers by understanding their needs, gathering data, researching policy options, presenting solutions, finalizing and binding coverage, and negotiating with carriers when needed.
  • Schedule appointments or client calls to review existing policies, liability limits, coverage needs, replacement costs, and renewals.
  • Offer detailed information about products and services, process renewals or cancellations, take payments, and provide necessary documentation.
  • Address product or service issues by identifying concerns, determining solutions, and following up to ensure resolution.
  • Verify the accuracy of audits or policies and facilitate corrections between clients and carriers as needed.
  • Maintain records of customer interactions and transactions in the agency management system (AMS360).
  • Collaborate with team members, mentor staff, provide expertise, and participate in meetings as required.
Qualifications:
  • Insurance License: Must hold the required state license and have at least two years of commercial lines insurance account management experience.
  • Education: Bachelors Degree or comparable work experience.
  • Industry Knowledge: Strong understanding of insurance products, rating procedures, underwriting, coverages, and industry operations.
  • Customer Focus: Excellent phone manner, written and verbal communication skills, and ability to handle complex customer issues.
  • Skills: Attention to detail, organizational skills, multi-tasking, problem-solving, and ability to work independently.
  • Time Management: Strong time management and personal accountability.
  • Technical Proficiency: Familiarity with agency management systems, rating tools, and carrier websites.
What We Offer:
  • Competitive Pay
  • Professional Development opportunities
  • Job Stability in a growing industry
  • Career Advancement potential for taking on larger roles and more complex tasks
  • Private Office in a professional setting
  • Regular Hours: 8 AM to 5 PM, Monday to Friday, with a 1-hour lunch break
  • Paid Time Off: Holidays, personal days, vacation, sick days, and PTO
  • Comprehensive Benefits: 401(k), 100% paid health insurance
  • Work-from-Home Options after completing the initial period


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