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Account Representative

American Family Insurance - Cindy Gerk Agency

Account Representative

Fort Collins, CO
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Opportunity for advancement

    Paid time off

    Training & development

    Job Summary The Account Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

    Responsibilities

    Provides personalized, professional customer service experiences by building trust and developing strong customer relationships

    Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures

    Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process

    Processes change to existing accounts and policies

    Serves as a liaison on behalf of the customer between the agency and various business partners

    Identify opportunity to cross sale American Family product to existing clients.

    Schedules appointments with existing or prospective customers for agency employees

    Qualifications

    Job contingent based on passed personal lines insurance license within 30 days of employment.

    Bilingual is preferred.

    Experience in Commercial insurance product sales and service preferred.

    Demonstrated customer service experience

    Effective communication skills

    Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)

    Solid knowledge and understanding of basic mathematical skills·

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.