What are the responsibilities and job description for the Account Manager position at Jared Bouchey-Farmers Insurance Agency?
Account Manager (AM) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. The AM is stepping stone to a licensed Account Executive role.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Determine customer requirements and expectations in order to help the customer
Keep records of customer interactions and transactions, recording details of inquiries, complaints,
and comments, as well as actions taken
Assist with the annual review process by contacting customers, setting appointments
Refer unresolved customer grievances or complex customer interactions to senior team member
Adhere to company and Agency guidelines
General customer service duties as presented
Performs other duties as assigned
Requirements
Become licensed in Property & Casualty as well as Life, Accident and Health
Business Results: Able to meet individual performance metrics and goals.
Multi-tasking: Able to successfully juggle multiple priorities at any given time.
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (eCMS).
Communication: Possess outstanding written and verbal communication skills.
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept
feedback when offered and work well with others.
Problem solving: Able to research and identify timely solutions to customer-related problems.
Salary : $22 - $30