What are the responsibilities and job description for the Account Manager position at W3Global?
About Us
We are an independent insurance agency focused on delivering exceptional customer service and tailored insurance solutions. Our approach emphasizes understanding each client's unique needs, educating them throughout the decision-making process, and building long-term relationships.
With access to multiple insurance carriers, we offer a wide range of coverage options to suit different budgets and requirements. We are committed to providing flexible solutions and maintaining a supportive, collaborative work environment for our team.
We foster a positive office culture that encourages teamwork, open communication, and professional growth. Our team takes a proactive, solution-oriented approach to client service, ensuring timely and effective support in all situations.
Job Description
We are seeking a friendly and reliable Insurance Customer Service Representative to join our team. This role involves servicing customer accounts, responding to inquiries, and providing personalized insurance solutions.
The ideal candidate will have strong communication skills, a positive attitude, and a passion for helping others. This is a great opportunity for someone with prior insurance experience looking to grow in a supportive environment
Benefits
We are an independent insurance agency focused on delivering exceptional customer service and tailored insurance solutions. Our approach emphasizes understanding each client's unique needs, educating them throughout the decision-making process, and building long-term relationships.
With access to multiple insurance carriers, we offer a wide range of coverage options to suit different budgets and requirements. We are committed to providing flexible solutions and maintaining a supportive, collaborative work environment for our team.
We foster a positive office culture that encourages teamwork, open communication, and professional growth. Our team takes a proactive, solution-oriented approach to client service, ensuring timely and effective support in all situations.
Job Description
We are seeking a friendly and reliable Insurance Customer Service Representative to join our team. This role involves servicing customer accounts, responding to inquiries, and providing personalized insurance solutions.
The ideal candidate will have strong communication skills, a positive attitude, and a passion for helping others. This is a great opportunity for someone with prior insurance experience looking to grow in a supportive environment
Benefits
- Base Salary Commission
- Paid Time Off (PTO)
- Flexible Schedule
- Health Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Hands-on Training
- Monday-Friday Schedule
- Career Growth Opportunities
- Retirement Plan
- Active Property & Casualty License (required)
- 1 years of insurance industry experience
- 1 years of customer-facing experience (e.g., retail, hospitality, banking)
- Familiarity with Agency Management Systems and Microsoft Office Suite
- Experience working in an office environment with multiline phone systems
- Strong data entry and typing skills
- High attention to detail and accuracy
- Ability to work independently and in a team environment
- Strong verbal and written communication skills
- Active listening and problem-solving abilities
- Build and maintain strong client relationships
- Identify cross-sell and upsell opportunities, including life insurance products
- Assist clients with policy questions and coverage options
- Review and remarket policies based on client needs and market conditions
- Maintain accurate documentation of client interactions
- Process policy changes, payments, endorsements, and claims support
- Handle confidential information with discretion
- Manage challenging situations professionally and empathetically
- Job Type: Full-Time
- Work Setting: On-site
Salary : $40,000 - $46,000