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.
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