Insurance Agency Account Manager

Job Description

Job Description

Join the Lighthouse Agency as an Insurance Agency Customer Service Representative located in the heart of Fairfield, Ohio. We pride ourselves on fostering a positive and inviting atmosphere, where customer satisfaction is our top priority. As part of our dynamic team, you'll be the friendly face and voice representing our agency, committed to providing exceptional service and building lasting relationships with our clients.

Your role is pivotal in ensuring our clients feel valued and understood. You'll engage with customers directly, addressing their queries and concerns, while providing insights into our insurance offerings. At Lighthouse Agency, we believe that great service starts with a great team. Therefore, we are looking for someone who is not only skilled at communicating but also genuinely enjoys helping others. If you are ready to be a part of a team that makes a difference in people's lives daily, this role is for you!

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

Hands on Training

Client Assistance: Provide exemplary service by answering inquiries and addressing concerns from policyholders professionally and efficiently.

Communication Management: Manage a high volume of inbound and outbound calls, emails, and instant messages.

Insurance Processes: Help clients understand insurance processes, policies, coverage, and effectively assist with claims and renewals.

Problem Solving: Resolve policyholder issues through thorough analysis and devising suitable solutions.

Documenting Actions: Maintain accurate records of customer interactions, documenting details of inquiries and resolutions.

Feedback Contribution: Provide feedback on the efficiency of the customer service process to drive continuous improvement.

Education: High school diploma or equivalent required.

Experience: Prior experience in customer service, preferably in the insurance industry.

Communication Skills: Strong verbal and written communication skills.

Problem-Solving: Ability to assess and address customer needs efficiently and effectively.

Tech Savvy: Proficiency with CRM systems and Microsoft Office Suite.

Organizational Skills: Excellent organizational skills and attention to detail.

Time Management: Ability to manage time effectively to handle multiple tasks and deadlines.

Customer Focus: A passion for delivering exceptional customer service and solving customer issues.

Team Player: Capability to work collaboratively within a team-focused environment.

Flexibility: Willingness to learn new things and adapt to changes in the work environment.

Willingness to pass the state licensing test.