Associate Account Manager, Personal Lines
Core
Support the delivery of excellent customer service to clients regarding insurance, billing, and administrative questions for a Personal Lines book of business.
Role type
Associate Account Manager (Personal Lines)
Builds
Client service and retention for property and casualty insurance policies
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Verbal and written communication, problem-solving, computer proficiency (Microsoft Office, EPIC), organization, accountability
Preferred skills
Customer service experience, financial services or banking experience, Property/Casualty insurance license
Technologies
Microsoft Office, EPIC
Responsibilities
Answer phones and handle callbacks for billing and policy inquiries; Process client endorsement requests; Act as a triage point connecting clients to appropriate departments; Educate clients on basic insurance questions; Identify and refer cross-sell and upsell opportunities; Take initial claims information and route to carriers; Communicate with Team Lead on at-risk accounts
Seniority
Entry-level to Junior, hands-on IC