Account Manager - Care Center Personal Insurance, Batavia

113 Main St, Batavia, NY, 14020
We offer a competitive compensation and benefits package
Aug 02, 2019
Oct 02, 2019
Job Type
Full Time
Career Level
Entry Level

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.

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

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