Description
Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You'll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines. Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products. If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we'll train you up on the skills you need to succeed in this role. Can't wait to get started? Apply to join the team today!
Responsibilities
•Manage client communications and inquiries effectively
•Nurture and maintain essential client relationships
•Ensure accurate documentation and tracking of policy details in our secure system
•Collaborate with team members to meet sales targets and objectives
•Provide exceptional client service to facilitate ongoing sales and renewals
•Participate in industry-specific training to enhance knowledge and skills
•Stay updated on industry trends and developments to better serve clients
•Actively contribute to the growth and success of the agency
•Adapt quickly to a fast-paced work environment and prioritize tasks accordingly
•Demonstrate a strong dedication to excellence in all aspects of the role
•Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
•Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
•Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
•Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
•Assist with the renewal process and any policy updates by providing competitive quotes
Qualifications
•Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
•Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
•Associates or Bachelor's degree required, or commensurate insurance industry experience
•Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
•Must have very strong follow up, written and verbal communication skills and problem-solving skills