Account Manager - 1784
Account Manager - 1784
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Job Description
A growing company is seeking a professional detail-oriented Account Manager to join its client support team. This full-time in-office role involves acting as the primary point of contact for clients ensuring all service-related needs are addressed accurately and efficiently.
Responsibilities Include:
Manage incoming client inquiries and requests across phone email and internal systems.
Process account updates beneficiary changes billing inquiries payments and lapse prevention efforts.
Maintain accurate and up-to-date records across internal platforms.
Assist advisors with case summaries policy documentation and follow-ups.
Ensure clients receive timely courteous and knowledgeable service.
Track and follow up on pending service items to ensure resolution.
Collaborate with internal departments to resolve complex issues and deliver high-quality service.
Maintain confidentiality and handle sensitive financial and personal data with discretion.
Ideal Qualifications:
Prior experience in a customer service account management or administrative role.
Insurance or financial services background is a strong plus.
Excellent verbal and written communication skills.
Strong attention to detail and organizational abilities.
Comfort working across multiple systems and managing deadlines.
Multilingual candidates are a plus.
Proficient in Microsoft Office Suite; experience with CRM systems is helpful.
This role is ideal for a dependable and empathetic professional looking to provide high-level client support in a fast-paced service-focused environment.
Required Experience:
Manager
Employment Type
Full-Time
