Account Manager - Care Center Personal Insurance, Batavia

Location
113 Main St, Batavia, NY, 14020
Salary
We offer a competitive compensation and benefits package
Posted
Aug 02, 2019
Closes
Oct 01, 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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