Cash Management Service Manager is responsible for the ongoing service of cash management programs for business banking clients. Oversees development and implementation of custom plans to meet client's cash management requirements. Being a Cash Management Service Manager acts as a liaison between client companies, service representatives, account management and sales, providing technical support as needed. Makes recommendations on technical aspects of cash management service plan design. Additionally, Cash Management Service Manager may require a bachelor's degree. Typically reports to a head of a unit/department. The Cash Management Service Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Cash Management Service Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
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:
* 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.
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