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