Job Description

Our office is seeking a licensed account manager to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Account Management Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry experience is required and you must have active Resident Agent Property & Casualty license to be considered.

Salary: $42,000.00 - $60,000.00 per year

Benefits

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Holidays Off

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.

Requirements

• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Property & Casualty insurance license is required.
• Life & Health Insurance license required.