Customer Service Account Manager – Personal Lines

Customer Service Account Manager Personal Lines

Client is thriving personal lines insurance agency with three locations in the Birmingham, MI, area. They are seeking a Customer Service Account Manager that can be located in any of these locations on a hybrid basis.

Responsibilities:

Process customer policy change requests.

Respond to all inquiries, service requests, and sales requests
within specified timeframe.

Write and service policies in the Guidewire system.

Perform policy reviews to correct issues and optimize coverage
options based upon client needs.

Meet with clients in person (in the office only).

Cross-selling (add-ons) and client retention tasks

Assist with marketing and lead follow-up

Organize documentation received from clients and carriers in the agency
CRM system.

Qualifications:

Possess a Michigan Property and Casualty License.

Possess an upbeat, positive and enthusiastic attitude.

Proficiency to multi-tasking, follow-thru and follow-up.

Great Customer Service Skills and outstanding verbal communication
skills.

Ability to tactfully handle stressful and difficult situations

Is a team player with a can-do attitude.

A people-person with great verbal communication skills who is a team player with a can-do attitude.

Compensation:

Annual base salary range is $40,000 – $75,000 commensurate with existing relevant skill set.

Why This a Great Opportunity:

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Retirement Plan