Account Manager

Trutela Insurance, LLC

Account Manager

San Antonio, TX
Full Time
Paid
  • Responsibilities

    Trutela Insurance in San Antonio, TX, US, is seeking an Account Manager to join our dedicated team. We take pride in providing exceptional service to clients, and you will play a crucial role in ensuring their insurance needs are met efficiently and effectively. Our Value retention applies to both our employees and our customers. Our team members have a strong work ethic that translates into providing Exceptional customer service. Responsibilities: • Provide accurate and timely responses to customer inquiries and concerns through phone, email, and in-person interactions to ensure customer satisfaction. • Process insurance policy changes, renewals, and payments in the system to meet policyholder needs efficiently. • Guide customers through the insurance claims process and assist in expediting claim resolution for a seamless experience. • Work collaboratively with the sales team to promote cross-selling of insurance products and enhance customer loyalty. • Maintain records and documentation to comply with company policies and regulatory requirements for all States where we do business. • Attentive in all trainings. • Maintain all necessary licensing. Qualifications: • At least 5 years of customer service experience is required. • Proficiency in Microsoft Office is essential. • Excellent communication skills. • Exceptional written and verbal communication skills are a must. • Must type 40+ words per minute. • Must be authorized to work in the US. • Must have a General Lines Property and Casualty License with 90 days. • Must have a CISR designation within 12 months of hire. Compensation: $40,000 - $55,000 on target

    • Provide accurate and timely responses to customer inquiries and concerns through phone, email, and in-person interactions to ensure customer satisfaction. • Process insurance policy changes, renewals, and payments in the system to meet policyholder needs efficiently. • Guide customers through the insurance claims process and assist in expediting claim resolution for a seamless experience. • Work collaboratively with the sales team to promote cross-selling of insurance products and enhance customer loyalty. • Maintain records and documentation to comply with company policies and regulatory requirements for all States where we do business. • Attentive in all trainings. • Maintain all necessary licensing.

  • Compensation
    $40,000-$55,000 per year