Account Representative

University of Rochester; City of Rochester (NY); On-site; USD 40,000 - 60,000; Full time

Job summary

University of Rochester seeks an Account Representative to support daily operations and customer success. You will help grow the agency through meaningful customer relations, acting as a liaison between customer needs and agency departments, and proactively marketing relevant products and services.

The role emphasizes developing leads, scheduling appointments, identifying needs, and maintaining relationships while delivering prompt, friendly service.

Qualifications

• No sales experience required.
• Experience in managing customer relationships preferred.
• Strong written, verbal, and listening communication.

Responsibilities

• Develop leads, schedule appointments, identify customer needs.
• Establish relationships and follow up with customers.
• Provide prompt, accurate, and friendly customer service; respond to inquiries about product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing.

Skills

Customer relations

Communication

Marketing awareness

Liaison skills

Problem solving

Job description

ROLE DESCRIPTION:As Account Representative for {{ account.name }}, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.Promote successful and long-lasting customer relations.QUALIFICATIONS:No sales experienced required.Experience in managing customer relationships preferred.Interest in marketing products and services based on customer needs.Communication skills - written, verbal, and listening.Dedicated to customer service.Able to anticipate customer needs.Able to effectively relate to customers.Property & Casualty license.