Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running.
This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people.
This is a long-term career position with opportunities for growth within the company.
Account Manager Job Responsibilities: • Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
• Analyzes insurance data to identify potential risks and delivers effective solutions.
• Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.
• Proactively contacts clients to schedule and conduct annual review calls.
• Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.
• Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.
Ideal candidates will possess the following: • At least 5 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
• Self-starter mentality driven to achieve goals and deliver measurable results.
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Proactive mindset with exceptional analytical and problem-solving abilities.
• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
• Proficient in Microsoft Outlook, Excel, and Word.
Proficient in Adobe Reader/Acrobat.
Able to adapt and learn new, web-based, computer software programs.
Familiarity with EZLynx is a plus.