Associate Account Manager, Personal Lines
Core
Associate Account Manager supporting First Call Resolution Team for insurance billing, policy inquiries, and administrative tasks.
Role type
Associate Account Manager (Personal Lines)
Builds
Client service interactions and administrative processing for personal lines insurance
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Verbal and written communication, Customer service, Problem-solving, Computer proficiency (Microsoft Office, EPIC), Team collaboration, Personal accountability, Organization
Preferred skills
Financial services experience, Banking experience, Insurance experience
Responsibilities
Answer phones and handle callbacks, Process client endorsement requests, Educate clients on basic insurance questions, Identify cross-sell and upsell opportunities, Route initial claims information, Communicate with Team Lead on at-risk accounts
Seniority
Entry-level to Junior