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Account Representative

4 months ago

Fort Collins, United States American Family Insurance - Cindy Gerk Agency Full time
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Summary
The Account Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities 
  • Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
  • Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process
  • Processes change to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Identify opportunity to cross sale American Family product to existing clients. 
  • Schedules appointments with existing or prospective customers for agency employees
Qualifications
  • Job contingent based on passed personal lines insurance license within 30 days of employment. 
  • Bilingual is preferred. 
  • Experience in Commercial insurance product sales and service preferred. 
  • Demonstrated customer service experience
  • Effective communication skills
  • Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
  • Solid knowledge and understanding of basic mathematical skills· 

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.