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Licensed Account Manager & Client Services Rep

Full-time

American Family - Melissa Kreuser

Job Description

Job Description

Key Responsibilities:

* Provide exceptional customer service by answering phone calls, emails and walk-in inquiries

* Assist customers with policy information, billing questions, endorsements, and document requests

* Process policy changes, renewals, and follow ups accurately and timely

* Support the sales team by identifying customer needs and referring opportunities

* Maintain accurate customer records and documentation

*Handle claims inquiries and direct customers to appropriate resources

* Ensure compliance with company and regulatory standards

* Obtain P&C + Life insurance license prior to employment (position requires)

Vacancy posted 13 days ago
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