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Citadel Insurance Group - Allen, TX

posted 8 days ago

Full-time - Entry Level
Allen, TX
Insurance Carriers and Related Activities

About the position

The Account Manager position at Citadel Insurance Group involves managing client relationships in the property and casualty insurance sector. The role focuses on providing excellent customer service, conducting policy reviews, and supporting sales efforts to ensure client satisfaction and retention. This position is ideal for motivated individuals looking for a rewarding career with growth potential in a fast-paced environment.

Responsibilities

  • Contact agency clients and conduct policy reviews to ensure protection needs are met.
  • Develop cross-sell opportunities and assist agency sales staff with warm leads.
  • Follow up with clients during and after the claim process to increase satisfaction.
  • Provide prompt, accurate, and friendly client support.
  • Respond to inquiries regarding insurance availability, eligibility, coverage's, policy changes, transfers, claim submissions, and billing clarification.
  • Maintain a strong work ethic with a total commitment to success.

Requirements

  • Property and Casualty Insurance License
  • 1-2 years of customer care and/or sales experience
  • Excellent communication skills: written, verbal, and listening
  • Proven track record of trustworthiness, dependability, and ethical behavior
  • Enthusiasm and belief in the role of insurance and financial products in people's lives.

Benefits

  • Health insurance
  • Paid time off
  • Paid holidays
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