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Customer Service Specialist in Insurance
2 months ago
Michelle Early Farmers Insurance is seeking a dedicated and experienced professional to fill the role of a Full-Time Account Manager. This position is crucial for maintaining robust business relationships and ensuring high levels of customer satisfaction. As an Account Manager, you will be instrumental in managing and expanding our client base.
Key Benefits
Competitive Hourly Salary Based on Experience
Generous Paid Time Off (PTO)
Retirement Savings Plan
Standard Monday to Friday Work Schedule
Life Insurance Coverage
Opportunities for Career Advancement
Evenings Off
Quarterly Performance Bonuses
Team Building Activities
Work-Life Balance Initiatives
Paid Federal Holidays
Core Responsibilities
Achieve established business production goals and objectives.
Prepare insurance quotes, deliver sales presentations, and finalize sales.
Process requests for policy changes from customers.
Manage incoming claims inquiries from clients and ensure timely follow-up.
Secure all necessary documentation from clients.
Complete requests for Evidence of Insurance.
Document each interaction with clients in the designated system.
Greet all clients entering the office warmly and assist them promptly.
Process premium payments from clients.
Encourage referrals from each client and explain the referral program.
Utilize each client interaction as an opportunity for cross-selling and upselling additional financial products.
Verify and update client contact information during each interaction.
Answer incoming calls promptly and professionally.
Adhere to all underwriting, rating, and compliance protocols.
Engage in prospecting and generating new business through leads and referrals.
Provide exceptional service and support to insurance clients.
Collect and enter prospect information into quote sheets.
Offer ongoing support to insurance clients as required.
Qualifications
A genuine willingness to learn and adapt, demonstrating resourcefulness and coachability.
A positive, enthusiastic, and upbeat demeanor.
Ability to manage multiple tasks effectively and follow through on commitments.
Self-motivated with a strong sense of urgency.
Excellent professional phone etiquette.
Strong business writing and editing capabilities.
A collaborative team player with a positive attitude.
Preferred: Property & Casualty insurance license.
Preferred: Life & Health Insurance license.
