El Dorado Insurance Agency, Inc. · 1 month ago
Insurance Account Manager
Houston, TX
Full-time
Onsite
Mid LevelEl Dorado Insurance Agency, Inc. is seeking an Insurance Account Manager to maintain solid customer relationships by handling inquiries and concerns with speed and professionalism. This role involves providing service to existing clients, answering customer calls, and resolving product or service issues while collaborating with team members.
Financial ServicesInsurance
Responsibilities
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
Qualification
Required
Hold a Texas P&C Insurance License
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision
Benefits
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Competitive Pay
Professional Development
Job Stability in a growing industry
Company
El Dorado Insurance Agency, Inc.
El Dorado Insurance Agency, Inc. provides insurance programs to individual customers, agencies, and firms.
Founded in 1968
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase