What are the responsibilities and job description for the Account Manager position at Pacific Financial Association, Inc?
Job Type: Full-time
Hours: 40 hours per week
Pay: $19.00–$24.00 per hour
Experience Level: 2 years
We are seeking a dynamic, motivated, and results-driven Account Representative to join our team. In this role, you will manage and support client accounts, build strong customer relationships, identify opportunities for account growth, and provide exceptional day-to-day service.
The Account Representative serves as a key point of contact for our customers, ensuring their accounts remain current, questions and concerns are addressed promptly, and required documentation is accurate and up to date. Success in this position requires excellent communication skills, strong attention to detail, professionalism, and the ability to handle challenging conversations with confidence and empathy.
- Develop and maintain strong, long-term relationships with existing clients.
- Manage the day-to-day service needs of assigned customer accounts.
- Identify opportunities to increase account retention and growth.
- Conduct warm calls to existing customers to strengthen relationships and identify additional needs.
- Provide professional and responsive customer service on all incoming calls.
- Answer customer questions, troubleshoot concerns, and resolve issues efficiently.
- Collaborate with internal teams to ensure customer needs are addressed accurately and promptly.
- Negotiate and modify contracts when appropriate to support client retention.
- Enter and maintain accurate client records, including files, documents, notes, and communications.
- Contact clients to obtain missing records or required documentation.
- Review daily FMCSA cancellation and reinstatement filings and send required documentation to customers.
- Monitor past-due accounts and assist with accounts receivable activities, including collecting payments.
- Maintain accurate and current customer account information.
- Handle difficult or sensitive customer conversations professionally and effectively.
- Assist with additional projects and responsibilities as assigned by management.
- High school diploma or equivalent.
- Minimum of 2 years of customer service or related experience.
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building skills.
- Exceptional customer service and problem-solving abilities.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Comfortable using computers and data management systems.
- Ability to handle confidential customer and account information professionally.
- Ability to remain calm, courteous, and solution-focused during challenging conversations.
- Property & Casualty (P&C) License preferred, but not required.
The ideal candidate is someone who enjoys working with people, takes ownership of their responsibilities, and is committed to providing an excellent customer experience. You should be comfortable communicating with customers by phone and email, following up on outstanding items, resolving problems, and working collaboratively with a team.
If you are motivated by building lasting client relationships, providing outstanding service, and contributing to account growth, we would love to hear from you.
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
- Yearly bonus opportunity
Salary : $19 - $24