Account Representative
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.