What are the responsibilities and job description for the Account Manager position at PrideStaff?
Job description
We are a boutique independent insurance agency that specializes in niche insurance products. We are looking for someone who can work in a team and a collaborative environment. Must have a client-focused attitude and value the importance of relationships, professionalism, and trust. Must have solid communication skills, be detail-oriented, and organized. Must be able to learn new skills, systems, processes, and procedures. Someone who is a great listener and not afraid to ask questions. We believe that learning is vital to success.
Duties:
Provide Producers and Clients with service needs, updating existing accounts
Provide a high level of support in maintaining and servicing commercial accounts
Assist in the review of company-issued new and renewal policies, endorsements, and audits for accuracy rating.
Issue Certificates, ID Cards, Change Requests, Invoices, etc.
Handle telephone calls and written miscellaneous correspondence
Maintain office records and files in accordance with the procedures/processes.
Maintain a suspense system to follow up on outstanding invoices, correspondence, reports, and follow up on overdue and suspense items
Other duties as needed
Required Skills:
Property and Casualty Insurance License
2 years of prior work experience in a similar position, preferred
Ability to type at least 40 WPM
Proficiency in Microsoft Office 365
Exceptional customer service and interpersonal skills
PERKS OF THE JOB:
Excellent growth and advancement opportunities
Competitive pay based on experience
Paid time off
Generous benefits package: health, dental, vision, etc.
This Company Describes Its Culture as:
Detail-oriented -- quality and precision-focused
Outcome-oriented -- results-focused with strong performance culture
Stable -- traditional, stable, strong processes
Team-oriented -- cooperative and collaborative
Job Type: Full-time
Schedule: Monday to Friday 8am-5pm
Experience:
Customer service: 2 years (Required)
License/Certification:
Property & Casualty License (Required)
Work Location: In person Thousand Oaks