Customer Service Account Manager

Job Title: Customer Service Account Manager

Location: Waterloo, Iowa

Salary: $50-65K  

Job Summary of the Customer Service Account Manager: Responsible for providing support to the sales and service team in delivering professional and timely customer service for insurance business clients.  

Job Responsibilities of the Customer Service Account Manager:

·         Complete tasks to assist agents and producers on items such as renewal processing, processing of monthly reports, and certificate issuance.

·         Gather information for new business and renewal applications.   

·         Prepare applications for submission to selected markets

·         Process and follow up on coverage change endorsements.

·         Initiate and monitor renewal processes.

·         Document all relevant contacts and developments to customer accounts on Agency Management System.

·         Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.

·         Perform any other duty relevant to agency functions as needed.  

Education & Experience of the Customer Service Account Manager:

·         Ideal candidate must be an organized, motivated professional who is able to provide excellent customer service.   

·         Must have a high level of detail orientation.

·         Associates or Bachelors degree is required.

·         Ability to work in a team atmosphere.

·         Strong verbal and written communication skills.

·         Candidate must have computer skills including Windows, Outlook, Word, and Excel.

·         Insurance experience is desired but not required.