Job Description
Job Description
Benefits :
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Job Summary
The Insurance Account Manager 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. Powers best practices : Personal Insurance Review, rate revision notification, and claims process
- Processes change to existing accounts and policies and find opportunity to sale additional products that may be appropriate.
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
- Schedules appointments with existing or prospective customers for agency employees.
Qualifications
- Active Property & Casualty License required.
- Customer service experience
- Effective communication skills
- Ability to obtain Personal Lines licenses within 30 days of employment.
- Self-starter who is motivated by goals and customer success.
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