Account Manager - Care Center Personal Insurance, Batavia

Care Center Account Manager Personal Insurance, Batavia

Role and Responsibilities

• Responsible for performing a variety of duties to provide customer service to our clients; coordinating work within the unit or department, as well as with other departments and units; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
• We offer a competitive compensation and benefits package with comprehensive retirement benefits, 401(k), ESOP, and profit sharing plans.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

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Requirements : Qualifications and Education Requirements

• Two  year college degree in related field or equivalent experience preferred
• Licensed insurance broker or ability and willingness to obtain license within one year of assignment
• Excellent phone skills
• Proven customer service skills
• Excellent organizational skills
• Excellent computer and keyboarding skills; knowledge of word processing with Windows experience
• Ability to work within a team environment
• Ability to self-direct the completion of job duties

Major Responsibilities

• Receive and Process telephone service requests, including but not limited to, policy endorsements, cancellations, billing and identification card      issuance
• Thoroughly and accurately document agency management system and ImageRight
• Maintain thorough knowledge of company procedures
• Process  all in-coming and out-going mail
• Review Insurance company communications daily
• Review account renewals and endorsements   (download and paper) for accuracy
• Complete  the billing procedure for account transactions
• Provide assistance to customers reporting claims
• Review and maintain current ImageRight “To Do List”
• Identify and offer to customer account rounding and up selling opportunities
• Provide  administrative support as requested by Producers and other staff members
• Additional duties as assigned by Management