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Account Manager
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Kyle Holzhausen Agency LLC
Sparta, WI (In Person)
$43,550 Salary, Full-Time
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Job Description
Account Manager Sparta, WI 54656 $35,000
- $50,000 a year
- Full-time $35,000
- $50,000 a year
- Full-time Overview We are seeking a dedicated and enthusiastic Account Manager to join our dynamic team.
Key Responsibilities:
Client Support:
Provide exceptional service to clients by answering inquiries, addressing concerns, and resolving issues related to insurance policies.Product Knowledge:
Stay informed on insurance products and coverage options to provide accurate information to clients and ensure they make informed decisions.Claims Assistance :
Guide clients through the claims process, ensuring prompt resolution and assisting with any documentation or follow-up needed.Client Retention:
Build and maintain strong relationships with clients, proactively reaching out to ensure their needs are met and identifying opportunities to improve satisfaction and retention.Risk Advisor:
Identify opportunities to offer additional coverage or products to clients, ensuring they have the appropriate insurance for their personal and business needs.Billing and Payment Support:
Assist clients with billing inquiries, payment processing, and premium-related questions, ensuring seamless payment experiences.Customer Documentation:
Maintain accurate and up-to-date records in the CRM system, documenting client interactions, policy changes, and service requests.Product Recommendations:
Help clients assess their insurance needs and provide tailored product recommendations based on their unique circumstances and coverage gaps.Compliance and Regulations :
Ensure that all customer interactions, policy changes, and documentation adhere to regulatory standards, company policies, and industry best practices.Continuous Learning:
Participate in training sessions and ongoing professional development to stay up-to-date on the latest insurance products, tools, and customer service techniques.Team Collaboration:
Work closely with internal teams to ensure a seamless and consistent client experience, coordinating efforts across all areas of the agency.Qualifications :
Education :
High School Diploma (required), Degree in Business, Marketing, Finance or related field preferred.Experience :
Minimum of 1 year experience in insurance, sales, account management, customer service, or related field.Licenses :
Property, Casualty, and Life Insurance Licensed (Required)Skills :
Strong interpersonal and communication skills Excellent negotiation and closing abilities Proficiency in using CRM software and Microsoft Office Suite Ability to work independently and as part of a team Detail-oriented with strong organizational skills. Property, Casualty and Life Insurance License (Required)Working Conditions:
Day Shift:
Monday•Friday Full-Time Benefits and Compensation :
Full-time:
$35,000- $50,000 Dental insurance Vision insurance Training Holidays Wellness Days PTO Bonus opportunities Sign-on bonus if already licensed in Property, Casualty, and Life insurance.
Connect and Protect Note:
The Account Manager operates under the agency owner and is not an employee of American Family Insurance.Job Type:
Full-time Pay:
$35,000.00- $50,000.