Customer Service Account Manager
On-siteKaty, Texas, United States
Job Summary
Respond promptly to customer inquiries via phone, email, and in-person while providing information on insurance policies, coverage options, billing, and claims processes. Assist customers with policy changes, renewals, cancellations, and endorsements, then process claims information and coordinate with adjusters to follow up on status updates. Resolve complaints efficiently, maintain accurate CRM records, and collaborate with sales, underwriting, and claims departments. Educate clients on products to support informed decisions and identify opportunities to cross-sell or upsell in alignment with their needs. This office-based role operates during regular business hours with occasional extended shifts during peak periods.
Required Qualifications
- High school diploma or equivalent
- Previous experience in customer service, preferably in the insurance or financial services industry
- Strong knowledge of insurance terminology, policies, and claims processes
- Excellent communication and interpersonal skills
- Ability to handle difficult situations with professionalism and patience
- Detail-oriented with strong organizational skills
- Proficient in Microsoft Office and customer relationship management (CRM) software
- Ability to multitask and manage time effectively in a fast-paced environment
- Office-based role
- Regular business hours with occasional extended hours during peak periods
Desired Qualifications
- If you are committed to providing exceptional customer service and have a passion for the insurance industry
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