Account Representative - Leawood, United States - Michelle Underwood Agency - American Family Insurance

Description

Job Description

Job DescriptionBenefits:

• Life Insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources

Job Summary
The Account Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees

Qualifications

• Property & Casualty insurance license must be obtained before first day of employment.
• Life Insurance license required within 90 days of employment.
• Demonstrated sales experience.
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)