Customer Account Specialist

1 week ago


Atlanta, Georgia, United States Calloway Insurance Full time

Calloway Insurance is seeking a dedicated and customer-focused Customer Account Specialist to join our growing team. In this role, you will play a vital part in providing exceptional service to our valued clients.

As a Customer Account Specialist, you will be responsible for managing a variety of tasks related to customer accounts, including processing policy changes, handling payments, and assisting with insurance inquiries. Your primary focus will be on ensuring customer satisfaction and building strong relationships.

Responsibilities:
  • Provide prompt and efficient customer service through inbound and outbound calls.
  • Process existing customer policy modifications accurately and efficiently.
  • Manage customer payments and ensure timely processing.
  • Identify opportunities to cross-sell insurance products that meet the specific needs of our clients.
  • Maintain detailed records of customer interactions and account information within our system.
Qualifications:
  • Proven experience in a customer service role, preferably within the insurance industry.
  • Strong understanding of insurance principles and practices.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Highly organized and detail-oriented with the ability to manage multiple tasks effectively.

If you are passionate about delivering exceptional customer service and have a solid understanding of the insurance industry, we encourage you to apply.



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