Customer Service & Account Manager Agent
Please do not call. If you are interested, please apply through Indeed.
We will provide the following:
Obtain your Property & Casualty License by taking the required courses and passing the CA State Exam.
Receive hands-on training and learn from experts about the insurance industry and day-to-day operational processes.
Utilize an interactive CRM with automated tasks and processes to streamline your workflow.
Compensation and Bonuses:
Compensation starts at $16.50/hr + bonuses. We provide a 2%-5% raise every year.
Health benefits are included, 60/40
Competitive bonsus structure for hitting KPI's
6-Month signing bonus
The Company
We provide Medical Professional Liability and Commercial Insurance to Physicians and Healthcare professionals in the states of California, Arizona & Nevada. We are a full-service brokerage firm, dedicated solely to Physicians and Healthcare Professionals.
Account Manager/Customer Service Responsibilties
Manage current account renewals and facilitate the underwriting process by obtaining applications, managing communications, and presenting renewal quotes.
Manage current account requests for policy changes, update requests, cancelation requests and duties responsible for a customer service representative.
Work with Account Producers to transcribe applications and help facilitate the generation of new business.
Provide exceptional customer experiences to our current clients and future new clients.
Review bound policies and ensure accuracy with endorsements and policy standards.
Others duties as assigned
Account Manager/Customer Service Requirements
You must be technology savvy! We are a technology company
Be able to type at least 45+ wpm, preferably 60+ wpm
Knowledge of Microsoft Office, Salesforce, & Google Workspace
Excellent phone etiquette, verbal, written, and interpersonal skills
Ability to multitask, organize, and prioritize work
Positive attitude
Job Types: Full-time, Part-time, Internship
Salary: $16.50 per hour
Benefits:
Employee discount
Flexible schedule
Health insurance
Paid time off
Tuition reimbursement
Experience level:
No experience needed
Schedule:
8 hour shift
Monday to Friday
Supplemental pay types:
Bonus pay
Signing bonus
Travel requirement:
No travel
COVID-19 considerations:
Work remote.
Education:
High school or equivalent (Preferred)
Experience:
Account management: 1 year (Preferred)
Customer service: 1 year (Preferred)
License/Certification:
Property & Casualty License (Preferred)
Work Location: Hybrid remote in Los Angeles, CA 90004
