Mission of the Account Manager

To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently. This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent. Proactively work with the team to relentlessly support the Account Managers.

Desired Outcomes of This Role

1. Be the first line of defense on answering all phone calls
2. Maintain the office
3. Enter data into agency management system
4. Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher level questions to an Account Manager.
5. Quickly send Auto ID cards and handle mortgagee clauses.
6. Proactively work with Account Managers to take work from their desks that can be handled within your role. 

Critical Competencies

• Efficiency  Able to produce significant output with minimal wasted effort.
• Honesty/Integrity  Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy. 
• Organized & Planning Plans, organizes and schedules in a productive manner. Focuses on key priorities.
• Follow-Through Lives up to verbal and written agreements, regardless of personal costs. 
• Teamwork Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
• Proactivity Acts without being told what to do. Brings new ideas to the company.
• Flexibility/Adaptability Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change. 
• Calm Under Pressure Maintains stable performance when under heavy pressure or stress.
• Enthusiasm Exhibits passion and excitement over work. Has a can do attitude.
• Work Ethic Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 
• Listening Skills Lets others speak and seeks to understand their viewpoints. 
• Communication Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.

Other Requirements 

• Professional phone etiquette.
• Great Customer Service Skills.
• Strong communication skills, both oral and written.
• 1 year previous experience in office setting.

Benefits 

• Salary plus commission and team based bonuses
• Paid time off and holidays
• 401K
• Health Insurance
• Dental Insurance
• Flexible Spending Account
• Professional development and continuing education support