Insurance Agency Account Manager

We are hiring an Account Manager who is detail-oriented, friendly, loves helping people and thrives on being a crucial part of a growth-minded agency.

The right candidate will be efficient, confident, high energy, and a team player. We are searching for a career-oriented team member who is not intimidated by a fast-paced environment, who wants to learn and grow professionally.

Account Managers will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Account Managers will analyze, clarify, and resolve policy and account-related questions.

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

CORE JOB DUTIES OF THE Customer Service Representative:

• Active Property & Casualty license
• Determine customer requirements and expectations and help the customer identify specific products and solutions in a timely fashion
• Cross-sell new business policies
• Document customer interactions and transactions, recording details of inquiries, complaints, and comments, and actions taken
• Client/Claims Liaison
• Refer unresolved customer grievances or complex customer interactions to senior team member
• Implement/adhere to Agency guidelines
• General customer service duties as presented
• Performs other duties as assigned

CORE COMPETENCIES

• 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
• Communication: Possess outstanding written and verbal communication skills
• Job knowledge: Understand insurance products offered, 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

PREFERRED SKILLS AND ABILITIES

Ideal candidate will have intermediate to advanced PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, high energy, and strong verbal and written communication skills.