Account Manager
Job
Mauck Insurance
Niagara, WI (In Person)
Full-Time
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Job Description
Account Managers are responsible for handling all incoming calls from current and/or potential customers at a fast-paced insurance agency that strives to provide first call resolution to our customers. Must be able to provide excellent customer service to our valued customers in a professional and courteous manner.
Job duties include:
- Serve as the first point of contact for inbound calls from policy holders
- Assist current/potential customers with a variety of questions regarding billing and policy coverage
- Requires strong interpersonal and analytical skills to be able to answer complex questions
- Make requested policy changes for customers in a timely and accurate manner.
- Follow up on policy changes/customer complaints to ensure appropriate changes were made to resolve customers' problems.
- Analyze, clarify, and resolve basic policy and account related questions from internal and external customers
- Review problems and communicate with appropriate personnel to obtain information when necessary
- Respond to customer inquires through appropriate mediums
- Continue to build personal skill set by participating in our in-house or outside insurance/industry related courses/training programs.
- Ability to excel in a structured environment
- Maintain knowledge of company products and procedures
- Ability to meet individual performance goals
- Accepts innovation and improvement recommendations
- Basic billing, underwriting guidelines, and policy processing knowledge
- Ability to keep record of customer interactions and transactions, recording details of inquires, complaints, and comments as well as action taken Benefits include a Roth IRA with a 3% company match.
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