Oliver L.E. Soden Agency Corp · 3 days ago
Customer Service Representative / Assistant Account Manager
Little Silver, NJ
Full-time
Hybrid
Entry, Mid LevelOliver L.E. Soden Agency is a family-owned independent insurance agency looking for a Commercial Lines Assistant Account Manager to join their growing team. The role involves assisting Account Managers in educating clients about insurance policies and maintaining strong client relationships to ensure satisfaction and retention.
InsuranceProfessional ServicesRisk Management
Responsibilities
Responding to queries and following up with clients to ensure satisfaction
Issuing certificates and other insurance documentation as requested
Fostering strong relationships with current and prospective clients to maintain client retention
Obtain and ensure the accuracy of current information, and document it per agency standards. Process customer policy change requests
Verify phone numbers, addresses, and email addresses with each customer contact, and update customer information accordingly
Responds to all inquiries, billing questions, cancellation requests, and sales requests within a specified timeframe
Qualification
Required
Prior commercial lines insurance customer service / account management experience is required
Property & Casualty License
Commercial Lines Insurance experience
Intermediate computer and technology proficiency
Excellent written and verbal communication skills
Detail-oriented with the ability to prioritize and multitask
Possess an upbeat, positive and enthusiastic attitude
Proficiency to multi-task, follow-thru and follow-up
Great Customer Service Skills
Driven and goal-oriented individual
Ability to tactfully handle stressful and difficult situations
Preferred
Preference for candidates with Applied Epic experience, though not absolutely necessary
Benefits
Evenings Off
Retirement Plan
Career Growth Opportunities
Mon-Fri Schedule
Tuition Reimbursement
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Hands on Training
Dental Insurance
Health Insurance
Flexible Schedule
Work from Home
Paid Time Off (PTO)
Company
Oliver L.E. Soden Agency Corp
Privately owned insurance firm specializing in property and casualty risk management and insurance.
Founded in 1925
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Hal Soden Sr., CIC, CRM
Partner
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