Insurance Account Manager

Insurance Account Manager - Houston, TX

The responsibilities of an insurance account manager revolve around the customer service aspect of insurance. You work with customers and clients to develop an ongoing relationship enabling future sales. You may also advise customers about policy changes and assist with claims. Your duties include answering customer inquiries about coverages, premiums, and claims issues. You also liaise with insurance providers and other members of the customer service team to make sure that your customers are getting adequate service and access to competitively priced insurance products.

Responsibilities

• Customer Service – General Duties
• Account Outreach
• Relationship Development
• Identify Sales Opportunities
• Marketing Assistance
• Case Set up for Enrollment
• Enrollment Support
• Customer Service
• Help our customers file their claims
• Resolve issues with insurance carriers that may include billing, claims, etc.
• Account Outreach when necessary to confirm information
• Present and sell company products and services to new and existing customers
• In general - Resolve customer inquiries and complaints

Qualifications

• Life and Health license is required
• Previous experience in sales, customer service, or other related fields
• Familiarity with CRM platforms
• Ability to build rapport with clients
• Deadline and detail-oriented
• Bilingual in Spanish required