Insurance Account Manager
Job description
Insurance Agency Commerical Account Manager
THE ACOSTA AGENCY | Farmers Insurance
We are hiring an Insurance Agency Commercial Account Manager who is detail-oriented, friendly, loves helping people and thrives on being a crucial part of a growth-minded agency.
We have two office locations (Pearland and Kingwood).
Insurance Agency Commercial Account Managers will
communicate with internal and external customers about basic underwriting guidelines,
policies, and marketing initiatives to service customer accounts. Additionally,
Customer Service Representatives will analyze, clarify, and resolve policy and
account-related questions.
CORE JOB DUTIES:
· MUST HAVE: P&C license in Texas
· MUST HAVE: 2+ years of commerical insurance account managment experience
· Determine customer requirements and expectations and help the customer identify specific products and solutions in a timely fashion
· Cross-sell new business policies
· Document customer interactions and transactions, recording details of inquiries, complaints, and comments, and actions taken
· Client/Claims Liaison
· Refer unresolved customer grievances or complex customer interactions to senior team member
· Implement/adhere to Agency guidelines
· General customer service duties as assigned
· Performs other duties as assigned
CORE COMPETENCIES
· Business Results: Able to meet individual performance metrics and goals
· Multi-tasking: Able to successfully juggle multiple priorities at any given time
· Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions
· Communication: Possess outstanding written and verbal communication skills
· Job knowledge: Understand insurance products offered, billing, underwriting, and processing guidelines
· Teamwork: Accept feedback when offered and work well with others
· Problem solving: Able to research and identify timely solutions to customer-related problems
PREFERRED SKILLS AND ABILITIES
Ideal candidate will have intermediate to advanced PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, high energy, and strong verbal and written communication skills.
We are a Farmers agency with the ability to write through other carriers. We help people understand insurance so they can make smart decisions on how best to protect their family and its assets. 16 YEARS serving the Greater Houston Area with two offices (Pearland, Kingwood) Preferred partner for many area lenders and realtors and Dave Ramsey Show Endorsed Insurance Partner since 2009.
Job Type: Full-time
Pay: $16.00 - $17.00 per hour
Benefits:
- 401(k) matching
- Paid time off
Experience level:
- 2 years
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
- No travel
Work Location: In person
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