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Account Manager

2 weeks ago

Chandler, Arizona, United States Pacific Financial Association, Inc Full time

Job Title: Customer Service Representative / Account Manager

Location: Phoenix, AZ 85027

Work Type: In-Person

Job Summary

We are seeking a motivated and results-driven Customer Service Representative / Account Manager to join our growing team. In this role, you will manage key client accounts, build and maintain strong relationships, and contribute to sales growth through exceptional communication and proactive account management.

You will oversee the day-to-day service needs of assigned customers, ensuring their accounts remain current and any issues are resolved quickly and professionally. This position requires excellent communication skills, strong attention to detail, and a commitment to providing outstanding customer service.

Key Responsibilities

  • Develop and maintain strong, long-term relationships with key clients
  • Identify new business opportunities and support overall account growth
  • Conduct warm calls and outreach to existing customers to ensure satisfaction and retention
  • Collaborate with internal teams to ensure client needs are met efficiently
  • Negotiate or modify contracts as needed to retain clients
  • Provide prompt, professional customer service across all communication channels
  • Accurately enter, update, and maintain client records and associated documentation
  • Contact clients to obtain missing records and ensure compliance requirements are met
  • Manage and distribute required documentation related to FMCSA filings, including cancellations and reinstatements
  • Handle accounts receivable tasks, including payment collection and tracking of past-due accounts
  • Process broker refund forms following trust fund cancellations
  • Assist management with special projects and additional duties as assigned
  • Maintain professionalism and composure during challenging customer interactions

Qualifications

  • Education:
    High school diploma or equivalent required
  • Experience:
    Minimum of 2 years in customer service, account management, or a related field

Skills:

  • Excellent verbal and written communication
  • Strong organizational and problem-solving skills
  • Proficiency in computer systems and data management software
  • Ability to manage multiple priorities with attention to detail

Licensing:

  • A valid Insurance Producer License is required
  • Candidates without a current license must be willing to obtain one within a reasonable timeframe after hire