About the role

  • Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
  • Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
  • Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
  • Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
  • Supporting Agency leadership with special projects, client development and auditing policy information
  • Participating in agency-sponsored community events and service projects

Requirements

  • Relevant experience in roles that require attention to detail, strong communication skills and excellent customer service
  • Prior experience with the farm & ranch community or agriculture is highly preferred.
  • You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency.

Benefits

  • health insurance
  • 401 K with company matching
  • paid time off
  • vacation time
  • sick days
  • Wellness Program

Job title

Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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