Personal Lines Customer Advocate

4 days ago

Spokane, Washington, United States Victoria Dalebout Insurance Agency Inc Full time
About the Role

We are seeking a highly motivated and organized individual to fill the position of Account Manager at Victoria Dalebout Insurance Agency Inc. As a key member of our team, you will play a vital role in driving customer satisfaction and agency growth by promoting additional product lines and expanding customer portfolios.

Compensation Package
The selected candidate will receive an annual base salary of $65,000, plus commission and bonus opportunities. Additionally, we offer paid time off (PTO), dental insurance, vision insurance, and a Mon-Fri schedule.

Key Responsibilities
  • Assess and clarify customer inquiries regarding policies and accounts.
  • Engage with internal and external stakeholders to provide guidance on underwriting principles, policies, and promotional efforts.
  • Provide general customer service and perform other assigned duties.
  • Stay updated on new products and company initiatives.
  • Research and provide timely solutions to customer inquiries.
  • Maintain confidentiality of customer and agency information.
  • Accept and implement feedback for professional growth.
  • Navigate multiple computer systems to resolve policy changes and process customer payments promptly.

Requirements
  • Licensing Requirements: Obtain Property & Casualty license before the first day of employment and acquire Life & Disability license within 60 days.
  • Must maintain a valid Drivers License & reliable transportation.
  • Background check: Must complete and pass background check prior to employment.
  • Excellent Communication Skills: Strong verbal and written communication skills are essential for effectively interacting with customers, colleagues, and insurance providers.
  • Knowledge of Insurance Products: Familiarity with various insurance products such as auto, home, life, and specialty insurance is crucial for providing accurate information and assisting customers with their inquiries.
  • Customer Service Experience: Prior experience in customer service roles is often required, as well as a demonstrated ability to handle inquiries, resolve complaints, and provide exceptional service to customers.
  • Attention to Detail: Insurance-related tasks often involve handling sensitive information and complex policies, so attention to detail is critical to ensure accuracy in processing claims, updating policies, and addressing customer concerns.
  • Problem-Solving Skills: The ability to analyze customer needs, identify solutions, and resolve issues efficiently is vital for customer service representatives in the insurance industry.
  • Computer Proficiency: Proficiency in using computer systems and software applications is typically required for tasks such as managing customer accounts, processing payments, and generating reports.
  • Regulatory Knowledge: Familiarity with insurance regulations and compliance requirements is important for ensuring that customer interactions and transactions adhere to industry standards and legal guidelines.
  • Empathy and Patience: Dealing with customer inquiries and concerns, especially during stressful situations such as claims processing, requires empathy, patience, and a compassionate approach.
  • Team Player: The ability to collaborate effectively with colleagues, insurance agents, and other stakeholders is essential for providing seamless customer service and achieving organizational goals.
  • Adaptability: The insurance industry is dynamic, with evolving products, regulations, and customer needs. Customer service representatives must be adaptable and willing to learn new skills to meet changing demands.

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