What are the responsibilities and job description for the Senior Account Manager position at Western Insurance Specialists?
Job Description
Job Description
Job Title : Senior Account Manager
Company : Western Insurance Specialists
Location : 7535 E Hampden Ave #400 In-person role
Employment Type : Full-time
Salary Range : $40,000 - $50,000 per year plus commission
About Us
Western Insurance Specialists is a trusted agency dedicated to providing high-quality insurance solutions and exceptional customer service. We value integrity, growth, and a customer-centered approach. Were currently seeking an experienced and dedicated Senior Account Manager to join our team and support our growth and retention goals through excellent client relations and service.
Position Summary
The Senior Account Manager will play a vital role in client account management, focusing on customer service, sales support, and retention. This individual will work in alignment with our customer service strategy to enhance client satisfaction and contribute to company growth.
Key Responsibilities
- Manage assigned tasks from Cancellation, Renewal, and Termination audits in Performology.
- Oversee To-dos and Xdates in eAgent, making assignments as necessary.
- Support growth and retention by following the agencys customer service strategies.
- Serve as the first point of contact for client inquiries via telephone, email, or in-person.
- Resolve client requests, questions, and concerns effectively.
- Contact clients for billing issues, policy questions, or updates.
- Schedule insurance reviews to ensure client policies meet their needs.
- Collect and record premium payments accurately.
- Document client conversations and policy changes in eAgent.
- Assist with general administrative tasks as needed.
- Escalate customer service concerns to the relevant stakeholders.
- Perform additional tasks as assigned by the Agency Manager or Sales Director.
Minimum Requirements
Preferred Qualifications
Benefits and Perks
Salary : $40,000 - $50,000
