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Account Manager

Mooney Insurance Brokers
Ambler, PA
  • Posted: over a month ago
  • $15 to $20 Yearly
  • Full-Time
Job Description
You will work as part of a team of talented and passionate Customer Service professionals that support our Agents and provide stellar customer service to our Clients. Below are some of the responsibilities that this role will have regularly:

- Process quotes and applications for Agents
- Provide detailed documentation in our Agency Mgmt System
- Provide documents to mortgage companies for home closings
- Take policy payments from clients over the phone and in-person
- Process personal lines policy changes
- Handle incoming and out going mail for Agents
- Manage all clients through our Agency Mgmt System
- Handle a high volume of incoming calls from clients, mortgage brokers,
insurance carries, etc.
- Upload documents for archive
- Send required documents to insurance carriers and/or clients
- Correspond with the insurance carriers to insure they have all docs needed

The Person

To be successful in this role you need to be technologically savvy, have self-motivated discipline towards your work, and be proactive with handling responsibilities. You will also need to have a true passion for providing outstanding customer service both internally and externally. Below are some proven skill sets, behaviors and personality traits that we look for in a successful account manager:

- Ability to prioritize your work every day, and complete top priorities on-time
- Ability to learn and adapt to technology quickly
- Open to receiving regular constructive feedback relating to your performance
- MUST have a very friendly, positive and upbeat personality
- A true passion for providing outstanding customer service at all times
- Approach your work with the thought that you don't want to just do and
complete a job, but you want to do and complete a GREAT job!
- Very detail driven, and have the ability to work through steps to help problem
solve situations
- Extremely professional demeanor
- Strong verbal and written communication skills
- Ability to think analytically
- Ability to work in a fast-paced and ever-changing professional environment
- Strong tendency to always exceed others' expectations
- Significant ability to multi-task detailed and complex work

Mooney Insurance Brokers


Ambler, PA
19002 USA



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