Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Hold a Texas P&C Insurance License.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Demonstrate strong customer focus and an excellent phone manner.
Strong written and verbal communication skills.
Excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills.
Ability to handle difficult situations with customers and solve complex problems without direct supervision.

Insurance Account Manager

Key skills