Personal Insurance Account Manager at Dean & Draper Insurance Agency, LP handling customer inquiries and providing insurance solutions. Responsible for maintaining strong client relationships and service delivery.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Work with new clients or support a producer in understanding their needs and finalizing coverage.
Maintain records of customer interactions and transactions in the agency management system.
Requirements
Hold the insurance license required by your state
Have a minimum of two years of insurance account management experience
Bachelor’s Degree or comparable work experience
Strong knowledge of insurance products and usages
Strong customer focus and an excellent phone manner
Strong written and verbal communication skills
Excellent math and reading skills to perform calculations
Excellent time management skills with a personal accountability mindset
Technology and computer proficiency, including agency management systems
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