Customer Service Account Manager
Sterling St James LLC
Date: 3 weeks ago
City: Waterloo, IA
Contract type: Full time
Job Title: Customer Service Account Manager
Location: Waterloo, Iowa
Salary: $50-68K
Job Summary of the Customer Service Account Manager: Responsible for providing support to the sales and service team in delivering professional and timely customer service for insurance business clients.
Job Responsibilities of the Customer Service Account Manager:
Location: Waterloo, Iowa
Salary: $50-68K
Job Summary of the Customer Service Account Manager: Responsible for providing support to the sales and service team in delivering professional and timely customer service for insurance business clients.
Job Responsibilities of the Customer Service Account Manager:
- Complete tasks to assist agents and producers with items such as renewal processing, monthly reports processing, and certificate issuance.
- Gather information for new business and renewal applications.
- Prepare applications for submission to selected markets
- Process and follow up on coverage change endorsements.
- Initiate and monitor renewal processes.
- Document all relevant contacts and developments to customer accounts on the Agency Management System.
- Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.
- Perform any other duty relevant to agency functions as needed.
- The ideal candidate must be an organized, motivated professional who is able to provide excellent customer service.
- Must have a high level of detail orientation.
- Associates or Bachelors degree is required.
- Ability to work in a team atmosphere.
- Strong verbal and written communication skills.
- Candidate must have computer skills including Windows, Outlook, Word, and Excel.
- Insurance experience is desired but not required.
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