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Customer Service Account Manager

Professional Outlook
Waterloo, IA Full Time
POSTED ON 5/23/2024
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Job Title : Customer Service Account Manager

Location : Waterloo, Iowa

Salary : $50-65K

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 on items such as renewal processing, processing of monthly reports, 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 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.

Education & Experience of the Customer Service Account Manager :

  • 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.
    • 3 hours ago

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