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    Commercial Account Manager - Albuquerque, United States - Christian Slayton Insurance Agency

    Christian Slayton Insurance Agency
    Christian Slayton Insurance Agency Albuquerque, United States

    1 week ago

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    Description

    Job Description

    Job Description

    Commercial Account Managers work to maximize positive customer experiences by responding to customer inquiries regarding the companys products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, the Commercial Account Manager will analyze, clarify, and resolve policy and account-related questions as well as assist with overflow P&C service-related tasks.


    Benefits

    Hourly Base Salary + Commission

    Paid Time Off (PTO)

    Health Insurance

    Dental Insurance

    Vision Insurance

    Hands on Training

    Mon-Fri Schedule

    Retirement Plan


    Responsibilities
    • Determine customer requirements and expectations in order to help the customer identify specific products and solutions
    • Assist Agency Producers with their new business
    • Review renewal business and identify appropriate follow-up action based on degree of change
    • Cross-sell/up-sell products to existing customers
    • Retain clients at point of cancellation
    • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
    • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs
    • Prepare renewal packets for Producers
    • Create New Business Packets
    • Perform risk analysis and field underwriting
    • Client/Claims liaison, Monitor Claims

    Requirements
    • Well-organized and detail-oriented
    • Customer focused
    • Works well with underwriters/companies
    • Works well with Producers/Team
    • P&C licensed
    • Proficient in Microsoft Word, Excel, Powerpoint, etc
    • Ability to use and write professional vocabulary and grammar


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