Account Service Manager - CL

Responsibilities

• Answer incoming client calls and assist with service requests
• Maintain and update client and policy information within the agency management system
• Verify policy and account information for accuracy
• Process policy changes, endorsements, and other maintenance requests
• Assist with billing functions and coordinate with the accounting team as needed
• Process incoming and outgoing mail
• Scan, upload, and organize documents in agency systems
• Maintain accurate activity notes and suspense logs
• Utilize agency management and integrated software systems effectively
• Create, update, and maintain Excel spreadsheets and reports
• Support Account Managers and other team members with administrative and operational tasks
• Perform additional duties as assigned

Requirements

• High school diploma or equivalent required
• Ability to obtain a Property & Casualty Insurance License within 90 days of employment
• Strong attention to detail and commitment to accuracy
• Proficiency in Microsoft Office, including Excel, Word, and Outlook
• Excellent written and verbal communication skills
• Strong organizational and time-management abilities
• Self-motivated with the ability to prioritize and manage multiple tasks
• Team-oriented mindset with a focus on collaboration and continuous improvement
• Problem-solving skills and a willingness to learn new systems and processes