[Remote] Account Manager at American Family Insurance Group

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

2 years of insurance, customer service, or comparable experience
Bachelor’s degree preferred
Competent and proficient understanding of the Microsoft Office suite
Knowledge of business English, proper spelling, grammar, and punctuation
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
Excellent customer service philosophy
Excellent problem-solving skills
Excellent project management and time management skills
Excellent skills in reliability, initiative, and stress tolerance
Strong presentation skills
Strong attention to detail and ability to self-check work
Task oriented, excellent organizational skills, and ability to prioritize workload
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
Ability to effectively communicate orally or in written form with executives, management, sales, and operations staff
Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
Ability to operate a keyboard if required to perform the essential functions of the job
Ability to perform in a professional appearance and manner
Ability to read and interpret a document if required

Responsibilities

Build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction
Achieve assigned account objectives
Represent the entire range of company products and services to assigned customers
Lead the customer account planning cycle and ensure assigned customers’ needs and expectations are met by the company
Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
Set-up and implement new accounts
Meet deadlines, produce a quality work product in a fast-paced environment, and provide positive team participation and support
Provide insurance-related tasks in servicing and obtaining accounts
Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
Create policy books and information
Process new business, renewals, policy changes, and cancellations
Prepare new and renewal client submissions and proposals
Prepare, file, and retrieve sales-related documents, such as contracts
Ensure accuracy prior to submittal on new or renewal business
Assist in the maintenance and input of account information of the sales database
Prepare and authorize ID cards and other fulfillment materials
Process policy change requests
Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
Prepare post enrollment summary reports
Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account status
Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes
Serve as back-up to Senior Account Managers
Attend meetings, calls, and demos for the Account Management Team
Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
Perform other duties as required and/or assigned

Skills

Key technologies and capabilities for this role

Account ManagementCustomer Relationship ManagementInsurance ProductsPolicy AdministrationNew Business ProcessingRenewalsClient ServicingSales SupportEnrollment ManagementDatabase ManagementProposal PreparationDocument Management

Questions & Answers

Common questions about this position

What experience is required for the Account Manager position?

Candidates need 2 years of insurance, customer service, or comparable experience, with a Bachelor’s degree preferred.

What key skills are needed for this role?

The role requires competent and proficient understanding of the Microsoft Office suite, knowledge of business English, proper spelling, grammar, and punctuation, along with an enthusiastic attitude, cooperative team player mindset, adaptability, and professional demeanor sensitive to clients.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this Account Manager role?

This information is not specified in the job description.

What does the company value in team members for this position?

The company values positive team participation and support, an enthusiastic attitude, cooperative team player qualities, adaptability to new or changing circumstances, and a professional demeanor sensitive to clients.