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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

    2 weeks 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

    Annual 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

    #J-18808-Ljbffr


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