Account Manager providing excellent customer service to policyholders in the insurance industry. Answering inquiries, resolving issues, and offering tailored solutions to meet client needs.
Responsibilities
Answer phone calls and respond to email inquiries from policyholders and prospects
Provide information about insurance products, coverage, and policies
Process policy changes, renewals, and cancellations
Investigate and resolve policyholder complaints, billing issues, and claims inquiries
Assist policyholders in filing claims and provide guidance on claim procedures
Handle escalated customer service issues and collaborate with team members to resolve complex problems
Maintain accurate records of customer interactions and update policyholder information as required
Promote additional insurance products and services to policyholders
Requirements
Excellent verbal and written communication skills
Strong problem-solving and analytical skills
Bilingual in Spanish/English strongly preferred
High school diploma or equivalent
At least 1-2 years of experience in customer service, preferably in the insurance industry
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
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