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Account Representative Jobs in Missouri

Account Manager I

Sunstar

  • Joplin, Missouri
  • 22 days ago

    Highlights

    The Insuran center is seeking a qualified candidate to: Serve as a key member of the commercial lines service team, working closely with Account Service Managers to support client retention, account growth, and day-to-day servicing activities. Key Responsibilities: Provide exceptionalcustomerservicebyassisting team members withpolicyinquiries,billingquestions,coveragechanges,claimsreporting,andotheraccountserviceneeds.

    Numbers & Facts

    LocationJoplin, Missouri

    Description

    The Insurancenter is seeking a qualified candidate to:

    Serve as a key member of the commercial lines service team, working closely with Account Service Managers to support client retention, account growth, and day-to-day servicing activities.

    Provide exceptional customer service by responding promptly and accurately to requests from clients, insurance carriers, and internal stakeholders.

    Maintain accurate and organized client files, policy information, and activity records within the agency management system.

    Contribute to a positive client experience through effective communication, attention to detail, and a commitment to service excellence.

     
    Key Responsibilities:
     
    • Provide exceptionalcustomerservicebyassisting team members withpolicyinquiries,billingquestions,coveragechanges,claimsreporting,andotheraccountserviceneeds.
    • Prepare, process,andreviewinsuranceapplications,quotes,policies,endorsements,certificates,AutoIDcards,evidenceofproperty,andrelateddocumentationtoensureaccuracyandtimeliness.
    • Maintainaccurateclientrecordsandmanageactivities,documentation,andfollow-uptaskswithintheagencymanagementsystem.
    • Coordinatewithinsurancecarriersregardingapplications,renewals,premiumtransactions,policychanges,claims,andotherservicingrequirements.
    • Assistwithpremiumfinancingandaccounting-relatedfunctions,includingpreparingfinanceagreementsandenteringpolicytransactiondetails.
    • Monitorpolicyexpirationsandrenewalactivitytosupportclientretentionandensurecontinuouscoverage.
    • Buildandmaintainstrongrelationshipsthroughregularcommunicationandresponsiveproblemresolution.
    • Contributetoagencyretentiongoalsbydeliveringproactiveserviceandsupportingcustomersatisfactioninitiatives.
    • Performalldutiesinaccordancewithagencyproceduresandcompliancestandards,maintainingastrongcommitmenttoaccuracyandminimizingerrorsandomissions.

     

     

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