Customer Service Account Manager

$55,000 - $75,000/Yr

Ethos International Ltd - Waterloo, IA

Full-time - Entry Level

Waterloo, IA

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About the position

The Customer Service Account Manager is responsible for providing support to the sales and service team, ensuring professional and timely customer service for insurance business clients. This role involves assisting agents with various tasks related to customer accounts, including processing renewals and applications, and maintaining communication with clients.

Responsibilities

• Complete tasks to assist agents and producers with items such as renewal processing, monthly reports processing, 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 the 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.

Requirements

• Associates or Bachelor's degree is required.
• Strong verbal and written communication skills.
• Ability to work in a team atmosphere.
• High level of detail orientation.
• Computer skills including Windows, Outlook, Word, and Excel.

Nice-to-haves

• Insurance experience is desired but not required.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Vision insurance