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Licensed Property and Casualty- Agency Account Manager

Summary
Agency Account Manager works to maximize positive customer experience by responding to customer inquiries in relationship to policy changes, billing, and claims. They will communicate with customers about policies and marketing initiatives to service customer accounts. Additionally, Agency Account Managers will analyze, clarify, and resolve policy and account-related questions.

Duties including but not limited to:

  • Must be licensed in Property & Casualty
  • Determine Customer requirements and expectations in order to help customer identify specific products and solutions
  • Review renewal business and identify appropriate follow-up action based on degree of change
  • Cross-sell/up-sell products to existing customers
  • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
  • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs.
  • Client/Claims Liaison
  • Refer unresolved customer grievances or complex customer interactions to senior team member
  • Implement/adhere to company and agency guidelines
  • General customer service duties as presented
  • Performs other duties as assigned
Core Competencies
  • Business Results- Able to meet individual performance metric and goals.
  • Multi-Tasking- Abel 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 basic product, billing, underwriting, and processing guidelines.
  • Teamwork- Accept feedback when offered and work well with others.
  • Problem Solving- Abel to research and identify timely solutions
Preferred Skills and Abilities
Four year college degree highly preferred. High school diploma or equivalent required. Previous customer service required. Ideal candidate will have basic PC Skills, basic math skills, and strong analytical capability, conflict resolution skills, and ability to multi-task, and strong verbal and written communication skills.
Note: This position is in the office but with experience could be a flex schedule remotely from home. Must have a dedicated quiet area during work schedule.


For consideration please email resume with licensed candidates in P&C only
Job Type: Full-time
Pay: $31,200.00 - $40,000.00 per year