Role OverviewThe Account Manager will service customer accounts, set up new and renewal client records, and follow up on missing file documentation. The role requires a high level of confidentiality and exceptional telephone demeanor.
What You Will Do
The primary responsibilities of the Account Manager include setting up new and renewal client records, binding policies, issuing policies, and following up on missing file documentation. The role also involves reviewing applications, issuing invoices, and processing endorsements, cancellations, reinstatements, and non-renewals.
Why It Might Be a Fit
The ideal candidate will have a high school or equivalent education, proficiency with MS Office Suite, and the ability to maintain a high level of confidentiality. The role requires a strong telephone demeanor and the ability to work in a fast-paced environment.
Requirements
- High School or equivalent education
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
Benefits
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off, Holidays, Preferred Partner Discounts
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