Customer Service Account Manager

Job Title: Customer Service Account Manager

Location: Waterloo, Iowa

Salary: $50-65K

Job 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:

• 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.