Insurance Customer Service Rep / Account Manager (Hybrid)
Company: TRICOR Insurance
Location: Plymouth
Posted on: May 9, 2024
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Job Description:
Are you very customer-service oriented?Do you have excellent
administrative and organizational skills?Can you juggle tasks and
interruptions like a champ?Do you value a job where you can stay
busy and are always learning something new, yet you still have
work-life balance?Are you looking for a tight-knit team and
coworkers that put teamwork & integrity first?Would you love to
join a stable and growing Midwest company?If you answered "yes" to
the above, then this may be the role for you!This Insurance Account
Manager (aka Customer Service Representative) role will service our
personal lines' clients. This role plays a key part in providing
high-level and proactive service to clients, while maintaining a
positive client relationship with exceptional customer support.
This non-sales role will manage and oversee a book of business on
behalf of the producers, which includes insurance renewals, service
requests, processing, and new business.(NOTE: Candidates for this
role MUST be able to work out of our Plymouth, WI office. This role
has the opportunity to work hybrid after 6 months of employment in
the role. Current insurance industry experience and P&C license
is nice to have, but not required.)In this Insurance Account
Manager role, the expectations are as follows:Essential Job
Functions: - Operating as a point of contact for processing,
service, and support to client accounts on claims and all other
customer service matters. - Managing renewals and new business for
agents and clients including applications, marketing, review of
pricing, recommending solutions, preparing proposals and related
documentation in our system. - Understand and interpret carrier and
vendor responses and materials to assist on behalf of clients.
Develop and retain strong relationships with clients, carriers,
agents, and other staff. - Assist with client visits, renewal
presentations, audits, meetings and all other service issues. -
Actively assist with new business opportunities which may include
annual file reviews and cross selling opportunities.Basic
Qualifications: - High School diploma or equivalent required -
Advanced education in related field or 2+ years of related
experience or equivalent combination of education and experience -
Proficiency with MS Office software products - Hold or must obtain
an Insurance License within 30 days of employment - Regular and
predictable attendance and ability to work varied hours including
overtime if required - Ability to communicate effectively both
verbally and in writing with internal and external customers -
Ability to work accurately and efficiently with multiple priorities
and changing deadlines - Work independently and willing to assist
others when needed - Ability to maintain a high level of
confidentiality - Hold a valid Driver's LicensePreferred
Qualifications: - Knowledge of insurance industry, markets, and
carriers - Experience with Applied Systems Epic software - Current
Property & Casualty licenseOur Culture is built upon people who
are:Driven by knowing their most important role is to help our
employee's productivity through information technology, coaching
and mentoring in the technology world and to add value to their
overall business successDedicated to giving our employees a
best-in-class experience when requesting technology help in a
supportive and positive fashionCommitted to continuous learning.
You are the resource others look to for adviceObsessed with
accomplishing goals, and use teamwork to drive innovationWhat
TRICOR Offers:A full-time career in a successful business that is
actively growing and is a stable industryOpportunities for
advancement as well as a personal development plan and one-on-one
coaching and mentoringPAID training to get certified and licensed,
as well as PAID continuing education and membership in relevant
professional organizationsPAID maternity and paternity leaveHealth,
Dental, & Vision Insurance plans w/ Health Reimbursement Account
&/or Health Savings Account along with Flex Spending/Dependent
Spending Accounts401(k) Retirement Program with a Certified
Financial Planner on staff to assist with your retirement
needsSupportive & motivating staff to help you succeed in a family
atmosphereFlexible schedule with emphasis on work-life balanceDress
for your Day work environment every day - Monday through FridayWe
value diversity and believe forming teams in which everyone can be
their authentic self is the key to our success. We encourage people
from underrepresented backgrounds and different industries to
apply. To learn more about TRICOR Insurance and to apply visit our
Careers page at www.tricorinsurance.com/tricor-careers.Come join us
and find out what the best work of your career could be like!
Keywords: TRICOR Insurance, Fond du Lac , Insurance Customer Service Rep / Account Manager (Hybrid), Sales , Plymouth, Wisconsin
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here to apply!
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