Account Manager (Licensed)

Job Description

Job Description

We are seeking a highly motivated and customer-focused candidate to join our team. The ideal Account Manager will be responsible for providing exceptional service to our policyholders, assisting with insurance inquiries, resolving issues, and ensuring a smooth and efficient customer experience. This position requires excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.

Benefits

Hourly Base Salary Commission Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Evenings Off

Responsibilities

• Customer Assistance : Provide support to policyholders by answering questions, resolving concerns, and offering guidance on policy details, claims, and coverage options.
• Policy Management : Assist customers with managing and updating their insurance policies, including changes to coverage, payment options, and personal details.
• Claims Support : Provide guidance through the claims process, ensuring that claims are submitted accurately and efficiently and providing status updates to customers.
• Product Knowledge : Maintain a comprehensive understanding of insurance products, services, and industry regulations to effectively assist customers.
• Problem Resolution : Address and resolve customer complaints, disputes, or inquiries in a timely and professional manner, ensuring customer satisfaction.
• Documentation and Data Entry : Accurately document customer interactions, inquiries, and updates in the system for future reference and to maintain accurate records.
• Cross-Selling & Upselling : Identify opportunities to cross-sell or upsell insurance products to meet customer needs and contribute to sales targets.
• Collaboration : Work closely with other departments, including underwriting, claims, and sales, to ensure a seamless customer experience.
• Compliance : Adhere to all company policies, procedures, and regulatory requirements.

Requirements