Account Manager
Comma Insurance was established in 2014 to serve customers with integrity, compassion, and excellence while delivering delightful experiences for our clients, partners, and colleagues. The Account Manager position is responsible for delivering a prompt, accurate and positive client experience while effectively advocating for client needs.
Responsibilities
- Interact with clients and colleagues in a proactive, friendly, and professional manner
- Equip clients decisions regarding changing coverage needs and additional available coverage options throughout client lifecycle
- Field underwrite, countersign, and respond to underwriter follow-ups on all cross-sold and re-written policies
- Assist clients with payment issues and changes as needed
- Process all endorsement requests and maintain policies in compliance with Commas minimum coverage standards
- Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system
Skills
- At least a high school diploma (or equivalent)
- Previous sales or customer service experience (does not have to be within the insurance industry)
- Must possess and maintain a valid P&C, and Life Insurance License
- Proficient technology skills to navigate a variety of internal platforms and more than a dozen external carrier platforms
- Strong written and verbal communication skills required establish trust among clients
- Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Interacts effectively with producers and other colleagues to deliver a seamless, professional client experience
- Higher-than-average detail orientation to ensure clients receive accurate and effective insurance solutions
- Empathetic, active listening skills with the ability to ask appropriate, effective follow up questions
- Understand and be able to explain various types of personal insurance coverage to consumers with little knowledge of how insurance works
- Consistently deliver a client-focused experience using multiple channels such as phone, video, email, and SMS
- Ability to prioritize various tasks effectively and own a task or procedure from start to finish
Benefits
- Comprehensive onboarding and training
- Employer Sponsored Benefits (Medical, Dental, Vision, Life, EAP)
- Hourly Pay plus Commission and bonuses
- 401K retirement plan with company match
- Career development and advancement opportunities within a growing company
- Paid Time Off ( Vacation, sick, personal days)
- Monday- Friday Schedules
- Hybrid (weekly Work from home days)
Company Overview