Insurance Account Manager

3 days ago


Austin, Texas, United States Whorton Insurance Services Full time
Job Title: Small Business Customer Service Representative
Job Summary:
Whorton Insurance Services is seeking a highly skilled and dedicated Small Business Customer Service Representative to join our team. As a key member of our customer service 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.

Benefits:
  • 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

What We Offer:
At Whorton Insurance Services, we offer a dynamic and supportive work environment that fosters growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles and advance their careers. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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