Future Opening: Insurance Account Manager

Extra Mile Insurance Solutions; Owasso (OK); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Paid time off

Job summary

Extra Mile Insurance Solutions in Owasso, Oklahoma, seeks an Account Manager/Customer Service Representative to support personal and commercial lines clients with a focus on building relationships and managing renewals. The role includes handling service needs, endorsements, and billing inquiries, while exploring cross-sell opportunities.

The candidate should have strong communication skills, be highly organized, and capable of working with state-of-the-art systems.

Qualifications

• Proficient with computer programs and able to learn new software quickly.
• Excellent communication skills both verbally and written.
• Very organized and able to follow instructions.
• Patient, respectful, trustworthy, friendly, articulate, honest, and ethical.

Responsibilities

• Establish relationships with current and future clients.
• Manage the annual renewal process for all personal and commercial lines clients, including cross-sell opportunities.
• Manage all personal lines service and billing issues (endorsements, policy changes, third-party requests, etc.).
• Advise and assist personal lines clients regarding the claims process as necessary.
• Assist personal and commercial lines sales agents with customer service requests, certificates of insurance requests, endorsements, and submissions as necessary.
• Exhibit growth in teamwork and personal integrity.
• Post-sales tasks such as sending and retrieving insurance applications and policy documents, updating mortgage and lien holders, and assisting clients with transitions.

Skills

Microsoft Excel

Microsoft Word

Excellent communication

Organized

Attention to detail

Job description

Account Manager/Customer Service Representative Independent Insurance Agency, voted “Best in The World,” is looking for an experienced customer service representative. We offer competitive pay, commissions, and the luxury of state-of-the-art systems. We offer the choice of preferred market carriers in Oklahoma & Arkansas. We have the ability and the desire to strive to go the Extra Mile for our clients honestly.

Extra Mile Insurance is pledged to Insure Equality in the workplace and with its customers.

Job Duties

• Establish relationships and connections with current and future clients.
• Manage the annual renewal process for all personal and commercial lines clients, including identifying and pursuing potential cross-sell opportunities.
• Manage all personal lines service and billing issues (endorsements, policy changes, third-party requests, etc.)
• Advise and assist personal lines clients regarding the claims process, as necessary.
• Assist personal and commercial lines sales agents with customer service requests, certificates of insurance requests, endorsement, and submissions, as necessary.
• Exhibit continuous growth in the areas of teamwork and personal integrity.
• Post-sales tasks such as sending and retrieving insurance applications, sending policy documents to clients, updating mortgage and lien holders, and assisting clients with the transition process.

Professional Skills Desired

• Proficient with computer programs & able to learn new software quickly. Working experience with Microsoft programs (Excel, & Word).
• Have excellent communication skills both verbally and written.
• Very Organized and able to follow instructions
• Patient, respectful, trustworthy, friendly, articulate, honest, and ethical

Required

• Ideal candidate must currently hold a property & Casualty license
• Job Type: Full-time
• Paid time off

License/Certification:

• Insurance Producer Property & Casualty License (Preferred)

Compensation: $18.00 - $25.00 per hour

Extra Mile Insurance Solutions