Remote Commercial Lines Account Manager
Mission Connect ETA LLC - Dallas, TX
Apply NowJob Description
The Commercial Lines Account Manager is responsible for providing exceptional customer service to clients by handling inquiries, processing insurance policy changes, assisting with claims, and ensuring a positive customer experience. The Commercial Lines Account Manager serves as the primary point of contact for policyholders (Businesses) and plays a critical role in retaining and growing the agency's client base.Key **Client *Respond to customer inquiries via phone, email, in a timely and professional manner.Address customer questions and concerns regarding insurance policies, coverage options, billing, and claims.Educate clients about policy features, benefits, and options to help them make informed decisions.Policy *Assist clients with policy changes, renewals, cancellations, and endorsements.Process new insurance applications and ensure all required documentation is complete and accurate.Maintain detailed and accurate records of client interactions and transactions in the agency management system.Claims *Guide clients through the claims process, ensuring they understand the steps involved and what information is needed.Liaise with insurance carriers to follow up on claims status and resolve any issues.Provide support to clients in filing claims and understanding their claim status.Administrative *Perform general office tasks, such as filing, data entry, and maintaining organized records.Schedule appointments for policy reviews, consultations, and other client needs.Assist with marketing and promotional activities as needed.Customer *Proactively reach out to clients for policy reviews, renewals, and to discuss additional coverage options.Identify opportunities to cross-sell or upsell additional insurance products that meet clients' needs.Participate in retention efforts to ensure client satisfaction and loyalty.*Previous experience in customer service, within the insurance industry.Familiarity with insurance products and services .Property & Casualty license ***Excellent communication skills, both verbal and written.Strong problem-solving and critical-thinking abilities.High level of organizational skills and attention to detail.Proficiency in using computer systems and software, including MS Office and insurance agency management systems.Ability to work effectively both independently and as part of a team.
Created: 2024-10-14