Customer Service Representative / Assistant Account Manager - Oliver L E Soden Agency

***NOTE: Prior commercial lines insurance customer service / account management experience is required***

Oliver L.E. Soden Agency is growing, and we're looking for someone like you to join our team as a Commercial Lines Assistant Account Manager!

We pride ourselves on our excellent culture and seek someone who wants to be a part of a strong team. We are not just looking for any Commercial Lines Assistant Account Manager; we are looking for one who is detail-oriented and driven to provide excellent service. As our new Commercial Lines Account Manager, you'll be joining us to educate our clients on the best policies to cover what matters most to them. Your ability to build rapport and your upbeat, professional demeanor will help you build trust with our clients, retaining their confidence and business for years to come. If you're a team player who's ready to empower people to make the best decisions concerning their insurance needs, apply today!

This position can be in-office, hybrid, or fully remote. We have great technology, and we will be very flexible if you're the right person. We supply all computer and phone equipment required for your job.

The salary range represents the potential base depending on experience.

Apply for the position today by completing the form and assessment.

Salary Range: $50000.00 - $55000.00 per year

Annual Base Salary Based on Experience

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)

Responsibilities

• Responding to queries, problem solving, and following up with clients to ensure satisfaction.
• Developing insurance quotes, shopping renewals, and issuing insurance documentation as requested.
• Fostering strong relationships with current and prospective clients to maintain client retention.
• Treating each client interaction as an opportunity for education and account rounding.
• Obtain and ensure current and accurate 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.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.

• Property & Casualty License
• Commercial Lines Insurance experience
• Intermediate computer and technology proficiency.
• Preference for candidates with Applied Epic experience, though not absolutely necessary
• 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.