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Insurance Account Manager

2 months ago

Fresno, California, United States Brittany Ross Insurance Agency- Farmers Full time
Job Overview

We are seeking a dedicated and experienced individual to take on the role of a Full-Time Account Manager at Brittany Ross Insurance Agency- Farmers. This position is essential for fostering robust business relationships and ensuring a high level of customer satisfaction. As an Account Manager, you will be instrumental in expanding and managing our clientele.


Key Benefits

Competitive Hourly Salary with Commission and Bonus Opportunities

Generous Paid Time Off (PTO)

Standard Monday to Friday Work Schedule

Evenings Off for Work-Life Balance

Team Appreciation Events

Monthly Performance Bonuses

Paid Holidays

Regular Team Meetings

Celebratory Lunches for Birthdays


Core Responsibilities

Handle customer policy modification requests efficiently.

Ensure all necessary documentation is collected from clients.

Manage incoming claims inquiries and provide timely follow-ups.

Process requests for Evidence of Insurance.

Welcome all clients entering the office with a friendly demeanor.

Accept premium payments from customers.

Respond to all phone messages in a timely manner.

Deliver exceptional customer service and support.

Excel in building and maintaining relationships.


Qualifications

Demonstrate a genuine eagerness to learn and adapt.

Exhibit a positive and enthusiastic attitude.

Be a proactive self-starter with a sense of urgency.

Possess excellent communication and interpersonal skills.

Ability to manage multiple tasks effectively.

Maintain professional phone etiquette.

Commit to exceeding client expectations.

Display strong spelling and grammar skills.

Showcase outstanding customer service abilities.

Collaborate well with colleagues and contribute positively to the team environment.