Account Manager

Strategic Skills

• Strong interpersonal skills for building authentic relationships with our team and clients.
• Capability to learn quickly and understand processes and procedures.
• Desire to help others.
• Ability to communicate clearly, both verbally and via email.

Organizational Skills

• Efficient with use of time and energy.
• Skilled at prioritizing responsibilities (coaching provided).
• Not afraid of change or growth.
• Consistent with following defined processes while also being able to problem-solve and develop creative solutions and processes.

Main Responsibilities

• Operate as the main point of contact for existing clients.
• Develop long-term relationships.
• Complete day-to-day customer requests (i.e., add vehicles, create ID cards, billing requests, etc.).
• Quote, deliver and issue changes to existing policies.
• Quote, deliver and issue new lines of business for existing clients.
• Assist clients with claims questions or issues.
• Review renewal reports and conduct stewardship reviews, as necessary.

Experience

• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• High school diploma (or equivalent) required.