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JA
Jones Advisors
Commercial Account Manager
Career Insights for Customer Service Account Manager
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Scorecard
Based on North Carolina data
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What they do
A Customer Service Account Manager manages customer service for assigned customer accounts. Provides a point of contact for customers and manages communication regarding customer orders and accounts. Handles customer service requests and maintains account and order records.
$75,477 / year median in North Carolina
-10% projected decline
Job Description
Commercial Account Manager Jones Advisors Garner, NC Job Details Permanent | Full-time $50,000 - $55,000 a year 22 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Work from home Vision insurance 401(k) matching Flexible schedule Qualifications Teamwork Microsoft Excel Microsoft Outlook Interpersonal skills Filing Full Job Description Overview Commercial Lines Account Manager Career Opportunity - Commercial Lines Account Manager If you are looking for: An employer that provides tremendous growth and invests in your learning. A professional work environment where teammates are supportive and accountable. An opportunity to teach new tools and technology to your clients and community. Standard working hours, with options for remote work and flexible schedules. A competitive salary with outstanding benefits. A family-oriented employer that has been in business for over 60 years. Then we should talk, because we are always looking for: Self-motivated individuals with an "old-fashioned" work ethic and positive attitude. Someone with a proven ability to support and potentially lead a team. A quick learner who can grasp new concepts & ideas in a fast paced environment. A client-focused professional who is able to listen, communicate, and teach technology. Summary We are looking for an experienced Commercial Lines Account Manager to join our team! This role is responsible for providing "client-first" customer service to commercial insurance clients while supporting Producers with new business and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships, solving problems, staying organized, and being a trusted resource for clients and our team. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Qualifications 2 years insurance experience NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment Knowledge, Skills, and Abilities Ability to identify coverage needs and confidently discuss insurance solutions with clients. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc. Must have excellent communication skills; written and verbal. Must excel at being client focused and able to work independently or in a team-oriented environment. Should have demonstrated effective presentation skills through both verbal and written communication Supervisory Responsibilities May have some supervisory responsibilities as the business grows. Essential Functions Manage and service a designated book of commercial insurance accounts while providing responsive, professional, and client-focused service. Handle inbound client requests, including quotes, policy changes, coverage questions, certificates, and other service needs. Work closely with Producers to support new business and renewal opportunities. Gather information, complete applications, and assist with the preparation and processing of new and renewal business. Review policies, renewals, audits, cancellations, and other account activity to ensure accuracy and timely follow-up. Assist clients with claims, billing questions, loss control matters, and other insurance-related concerns. Communicate regularly with clients, insurance carriers, Producers, and agency staff to resolve issues. Maintain accurate and complete account documentation and follow established agency procedures and service standards. Respond to client requests in a timely manner. Maintain required insurance licensing, continuing education, and professional designations as applicable. Performs other functions as assigned by management Physical Demands This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. Work Environment This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine. Travel Occasional travel may be required.