What are the responsibilities and job description for the Licensed Insurance Customer Service Account Manager position at Thomas Bigoski Insurance Agency, LLC?
Position Summary
The primary responsibility of this role is to interact with customers and prospects via phone and email. This position involves making and answering phone calls, explaining insurance coverages to customers, making appropriate policy changes, and selling new policies to new and existing customers.
Essential Duties & Responsibilities
- Speak to customers on the phone and via email to process policy changes such as vehicle and coverage changes, mortgage company updates, billing questions and adding/removing drivers.
- Communicate with mortgage companies and lienholders/banks to get them proper documentation.
- Follow up with customers on requests that come from insurance carriers.
- Speak to prospects on the phone, gathering information, advising on coverages for new insurance policies.
- Follow up with prospects who have been provided insurance quotes.
- Data entry of prospect information into an insurance company quoting system.
- Provide guidance to customers at the time of an accident/claim.
Qualifications
- Prior insurance experience, specifically property & casualty insurance desired.
- Ability to obtain state Property & Casualty/Life insurance licensing
- High School diploma or GED.
- College degree preferred.
- Must have proficiency in Google Workspace (email, docs, sheets, etc).
- Ability to work efficiently and in many cases, multi-task during busy moments of the day.
- Must have a servant’s heart in order to maintain the reputation of the agency as the best insurance agency in the area.
About Bigoski Insurance Agency
The Bigoski Insurance Agency opened in 2010 by Tom Bigoski. The agency primarily represents the Erie Insurance Group, a multiple time JD Power award winner. Bigoski Agency has been named Best of Haymarket/Gainesville 10 times as well as Best of Prince Wiliam County 2 times. We are proud of the fact that our customers have given us over 250 5-star reviews across Google, Facebook and Yelp. We have grown the agency through friendly, genuine customer service that has led to over 80% of our new customers coming to us through a customer referral.
Salary : $45,000 - $55,000