What are the responsibilities and job description for the Account Manager - Personal Insurance position at Ford Insurance Agency?
ROLE: Account Manager / Customer Service Representative – Personal Lines
Who We Are
At Ford Insurance Agency, we thrive on creating insurance solutions. As top tier professionals dedicated to solving
our clients’ insurance challenges, Ford team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn challenges into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
Mission & Values:
We create confidence in the pursuit and protection of dreams.
We perform at our very best because we live by our values.
- Moxie -- We approach work with enthusiasm.
- Trustworthy -- We do the right thing, every time.
- Innovative -- We look at challenges from different angles.
- Teamwork -- We listen and share thoughts and ideas.
- Lend a Hand -- We give of ourselves to something bigger.
Job Summary - Account Manager / Customer Service Representative
This position is responsible for providing prompt, accurate and courteous service to clients, producers and company personnel. The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists. The Account Manager serves as the direct link between the company and its clients. You will be responsible for delivering exceptional customer service to our clients. You will play a key role in helping clients with their insurance inquiries, policy changes, claims processing, and overall satisfaction.
Essential Functions
- Client Communication: Serve as the primary point of contact for clients, responding promptly to inquiries via phone, email, or in-person visits. Explain insurance policies, and coverage options, and answer questions to ensure clients have a clear understanding of their insurance plans.
- Policy Management: Process policy changes, updates, and endorsements as requested by clients. Assist clients in renewing their policies and ensure all necessary documentation is completed accurately and on time.
- Claims Support: Guide clients through the claims process, assisting with documentation and liaising with the claims department to ensure a smooth and timely resolution. Maintain regular communication with clients throughout the claims process to provide updates and address concerns.
- Client Advocacy: Advocate for clients' needs within the firm, working closely with agents, underwriters, and other departments to meet clients' requirements and expectations.
- Documentation and Record-Keeping: Maintain accurate and up-to-date client records, ensuring all client interactions and transactions are well-documented.
- Compliance: Stay up-to-date with industry regulations and compliance standards to ensure all interactions and processes adhere to legal requirements.
- Renewal Reviews & Rewrites: Account Reviews and Policy guidance and remarket Existing policies upon request for renewing policies or non-renewals.
- Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional insurance products to existing clients based on their needs and circumstances.
- Customer Satisfaction: Monitor and assess client satisfaction through surveys or feedback mechanisms, and take proactive steps to address any concerns or issues.
Qualifications
The ideal candidate will have 1-3 years of experience in working in a customer service role with knowledge of home and auto insurance preferred. The desired individual will have high desire for customer satisfaction, retention, and process.
- High school diploma or equivalent (Associates / Bachelor's degree in a related field is a plus)
- State insurance license or the ability to obtain one.
- Strong interpersonal and communication skills.
- Excellent problem-solving abilities.
- Attention to detail and organizational skills.
- Knowledge of insurance products and industry trends.
- Proficiency in computer applications and office software.
- Prior experience in a customer service role, preferably in the insurance industry, is a plus.
The statements contained in this job description reflect the general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise to balance the workload.
Benefits & Compensation
At Ford Insurance, we want you to thrive at work and at home. Our benefits package allows you to manage your health and your financial future. As an Insurance Account Manager, your starting salary will be competitive compensation based on experience, between $22-27 / hour. Other benefits include:
• Medical, Dental, and Vision options
• Life and Disability Plans
• 401(k) Retirement Plan with company match
• Health Savings Account
• Flexible Spending Accounts for healthcare and dependent care
• Paid-Time Off, Sick Time Off, & Paid Volunteer Time
Salary : $22 - $27