Position Title: Customer Service / Account Manager
Department: Administration
Reports to: Supervisor
Supervises: No one
Hours: 2 hours per day to start with room to grow to full time if it works out
Purpose:
Input data on computer and perform computer filing duties. Maintain accurate and on-time workflow, reports and records relative to all clients and prospects of the business. Assist with tasks such as downloading, printing, emailing, researching, data entry, maintain a calendar as requested and assure all accounts in good standing.
Essential Functions:
Input, maintain detailed customer information in management software
Manage assigned tasks in a timely manner
Be committed to detailed follow through
Schedule appointments through email
Search for leads, pre-qualify all online – just data work
Suggest any tasks, processes, workflows or ideas that can help me be more efficient and effective
Help maintain cleanliness, neatness of online files/folders by creating a consistent system for each client
Create/Maintain tasks/activities for all customers related to renewals and mid-year reviews
Assist with risk management for clients as needed
Create/maintain client birthday list for birthday card mailing
Other Tasks:
Additional tasks can include researching for new prospects and new markets
Email marketing to existing clients and new prospects
Perform any other special duties requested by your supervisor
Minimum Qualifications:
STRONG ability to organize days, weeks, months and annual calendar
Ability to understand and follow instructions in English, Spanish speaking is a plus.
Basic insurance knowledge of personal and commercial lines is a plus, but not necessary
Willingness to learn and grow in this position
Computer experience and knowledge using Microsoft products.
Personal Characteristics
Someone who isn’t afraid to take charge and implement best practices
Someone who is a quick learner, especially with software
Someone who is resourceful and can find the help needed to accomplish a task
Extremely organized and good with managing dates
Someone who is diligent with follow up and thorough with logging emails and responses under each account
Solid in data entry with accurate information