Customer Service Account Manager
New
Based in United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- Minimum of 3 years of insurance industry experience; At least 2 years of customer service, account management, or client support experience.
- Required Skills
- Customer serviceAccount Management
Requirements
- Bachelor’s degree or an equivalent combination of education, training, and relevant professional experience.
- Minimum of 3 years of insurance industry experience, preferably within commercial lines.
- At least 2 years of customer service, account management, or client support experience.
- Property & Casualty insurance license preferred, or willingness and ability to obtain and maintain required licensing.
- Experience with Excess & Surplus Lines insurance is considered an advantage.
- Strong communication skills with the ability to effectively support clients, agents, and internal stakeholders.
- Excellent problem-solving abilities, sound judgment, and a strong sense of ownership and accountability.
- Ability to manage multiple priorities while maintaining accuracy, attention to detail, and high service standards.
- Comfortable working in a collaborative, team-oriented environment while also operating independently.
- Proficiency with insurance systems, policy administration platforms, and standard business software applications.
Responsibilities
- Serve as the primary point of contact for insured clients, agents, underwriters, and internal teams regarding policy servicing and account-related inquiries.
- Manage and support a wide range of commercial insurance products, including admitted and non-admitted business lines.
- Respond to client requests and questions through multiple communication channels, including phone, email, chat, text messaging, and self-service platforms.
- Process policy transactions accurately and maintain records within agency management systems.
- Manage premium billing activities, accounts receivable processes, and policy servicing transactions.
- Provide timely, professional, and accurate responses to both routine and complex insurance inquiries.
- Ensure compliance with applicable insurance regulations and surplus lines requirements.
- Identify potential coverage gaps, emerging risks, or client needs and communicate opportunities to underwriting or other internal teams.
- Support cross-selling and up-selling initiatives to strengthen client relationships and maximize account value.
- Participate in special projects and contribute to continuous improvement efforts within the customer service organization.
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