What are the responsibilities and job description for the Personal Lines Account Manager position at Mike Stapley Agency?
Benefits/Perks
The Personal Lines Account Manager provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Competitive hourly pay rate plus commission and/or bonuses
- Paid training
- Paid Time Off
The Personal Lines Account Manager provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Drives customer satisfaction by following best practices: Personal Insurance Review, rate revision notification, and claims process.
- Processes change to existing accounts and policies
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed. Schedules appointments with existing or prospective customers for agency employees
- Active Property & Casualty License
- 3 years insurance experience
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