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Customer Service Account Manager


Job title: Customer Service Account Manager

Company: KOB Solutions

Job description: Job Title: Customer Service Account ManagerLocation: Waterloo, IowaSalary: $50-68KJob Summary of the Customer Service Account Manager: Responsible for providing support to the sales and service team in delivering professional and timely customer service for insurance business clients.Job Responsibilities of the Customer Service Account Manager:

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  • Complete tasks to assist agents and producers on items such as renewal processing, processing of monthly reports, and certificate issuance.
  • Gather information for new business and renewal applications.
  • Prepare applications for submission to selected markets
  • Process and follow up on coverage change endorsements.
  • Initiate and monitor renewal processes.
  • Document all relevant contacts and developments to customer accounts on Agency Management System.
  • Proactively communicate with customers as needed and establish follow-up procedures for outstanding items.
  • Perform any other duty relevant to agency functions as needed.

Education & Experience of the Customer Service Account Manager:· Ideal candidate must be an organized, motivated professional who is able to provide excellent customer service.· Must have a high level of detail orientation.· Associates or Bachelors degree is required.· Ability to work in a team atmosphere.· Strong verbal and written communication skills.· Candidate must have computer skills including Windows, Outlook, Word, and Excel.· Insurance experience is desired but not required.

Expected salary: $50000 – 68000 per year

Location: Waterloo, IA

Job date: Wed, 20 Mar 2024 06:57:46 GMT

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