Customer Service Account Manager

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

Paige McKown & Associates an American Family Insurance agency is not your average insurance agency. We’re a vibrant, fast-growing team passionate about making insurance simple, accessible, and stress-free for our clients. Guided by our mission to serve our clients with unwavering honesty, genuine care, determination, and knowledge, we are committed to being a trustworthy and personal resource, providing insurance solutions tailored to their unique needs during every stage of life. From property and casualty to life and business insurance, we cover it all. We’re looking for a motivated, organized, and detail-oriented person to join our team as our new Customer Service Account Manager. If you're ready to juggle a variety of tasks, assist clients, and learn daily, we want to hear from you!

What You’ll Be Doing:

Customer Service:

• Be the first point of contact for clients and provide exceptional customer service. Answer their questions, assist with policy info, quotes, claims, and reviews. You'll be our clients insurance go-to.
• Build lasting relationships with clients and always make sure they feel heard, valued, and well taken care of.
• Respond to calls, emails, and messages in a timely matter, ensuring clients’ needs are always met.

Insurance - Assisting the Agents:

• Assist in processing all things insurance—applications, renewals, endorsements, and cancellations. Accuracy is key!
• Help our agents by keeping client information up to date and ensuring policy details are spot-on.
• Be the backup support for policy updates, amendments, and more. You’re the person who ensures our policies are always in top shape.

Team Collaboration :

• You'll be a key part in keeping the team on track by ensuring smooth workflow and effective communication.
• Assist in onboarding and training new staff members on office processes and customer service standards. A positive team culture starts with you!
• Work alongside the agency owner, agents, and staff to make sure everything’s running like clockwork.

Compliance & Licensing Champion:

• Ensure that our agency adheres to all the regulations and industry standards. You’ll stay on top of licensing and compliance—leaving no room for errors.
• Maintain your P&C Insurance License and stay ahead of the game by continuing your professional development.

What We’re Looking For:

You’ve Got:

• Your Property and Casualty (P&C) Insurance License (This is a must!).
• At least 3 years of customer service experience (preferably in insurance or a similar field).
• A knack for multitasking and staying organized.
• Strong communication skills (you’ll be speaking with clients, team members, and agents on the regular).
• Proficiency in Microsoft Office, Google Workspace, and agency management software (or at least a willingness to learn).
• A sharp eye for detail and accuracy—you spot the little things that make a big difference.

Bonus Points For:

• A Life Insurance License.
• Previous office management or supervisory experience.
• Familiarity with insurance products and services, including claims and underwriting.
• A problem-solving mindset—when things go sideways, you know how to turn them around.
• A love for working with a team and contributing to a positive work environment.

Personal Attributes:

• Highly motivated and ready to take ownership of your role.
• Amazing interpersonal skills—you’re a people person through and through.
• Calm, cool, and collected—no matter how busy the day gets.
• Eager to learn more about the insurance world and help clients navigate it with ease.

Why Join Us?

• Competitive salary.
• Bonuses based on performance.
• Permissive time off because we believe in work-life balance!
• Opportunities for growth in a supportive team environment.
• A fun, collaborative workplace where your ideas are heard and appreciated.
• Continued professional development to help you grow in the insurance industry.

If you're a motivated, organized, and licensed insurance professional who loves helping others and thrives in a fast-paced environment, we want you on our team!

Compensation: $40,000.00 - $50,000.00 per year

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.