Account Managers are responsible for handling all incoming calls from current and/or potential customers at a fast-paced insurance agency that strives to provide first call resolution to our customers. Must be able to provide excellent customer service to our valued customers in a professional and courteous manner. Job duties include:
· Serve as the first point of contact for inbound calls from policy holders
· Assist current/potential customers with a variety of questions regarding billing and policy coverage
· Requires strong interpersonal and analytical skills to be able to answer complex questions
· Make requested policy changes for customers in a timely and accurate manner.
· Follow up on policy changes/customer complaints to ensure appropriate changes were made to resolve customers' problems.
· Analyze, clarify, and resolve basic policy and account related questions from internal and external customers
· Review problems and communicate with appropriate personnel to obtain information when necessary
· Respond to customer inquires through appropriate mediums
· Continue to build personal skill set by participating in our in-house or outside insurance/industry related courses/training programs.
· Ability to excel in a structured environment
· Maintain knowledge of company products and procedures
· Ability to meet individual performance goals
· Accepts innovation and improvement recommendations
· Basic billing, underwriting guidelines, and policy processing knowledge
· Ability to keep record of customer interactions and transactions, recording details of inquires, complaints, and comments as well as action taken
Benefits include a Roth IRA with a 3% company match. Health insurance benefits as well as vision, dental, disability, group life, and supplemental plans are available.
