- Become licensed in Property & Casualty as well as Life, Accident and Health
- Determine customer requirements and expectations in order to help the customer
- 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, setting appointments
- Refer unresolved customer grievances or complex customer interactions to senior team member
- Adhere to company and Agency guidelines
- General customer service duties as presented
- Performs other duties as assigned
- Business Results: Able to meet individual performance metrics and goals.
- Multi-tasking: Able to successfully juggle multiple priorities at any given time.
- Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (eCMS).
- Communication: Possess outstanding written and verbal communication skills.
- Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept feedback when offered and work well with others.
- Problem solving: Able to research and identify timely solutions to customer-related problems.
- Excellent customer service skills.
- Team player with a positive, ambitious attitude.
- Strong written and verbal communication skills.
- Self-motivated with the ability to work independently.
- Excellent time management and multi-tasking ability.
- Detail oriented.
- Washington State Property & Casualty License.
- Previous insurance experience.
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Account Manager - Olympia, United States - Jared Bouchey-Farmers Insurance Agency
Description
Job Description
Job DescriptionWith nearly a decade of experience in the insurance industry, Jared Bouchey-Farmers Insurance Agent, is looking to welcome additional staff to his established team. Our Agency is growing and we are looking for an Account Manager to join our team orientated, busy agency.
Account Manager (AM) works to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. The AM is stepping stone to a licensed Account Executive role.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Health Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Paid Time Off (PTO)
Responsibilities
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):
CORE COMPETENCIES
Requirements
Required Qualifications:
Bonus Qualifications:
