Account Manager

Account Manager

**This is a remote role. The working hours are 8-5pmPST.**

Job Summary:

The personal lines account manager plays a key role within the agency by managing our service requests, assisting clients with a range of inquiries or changes, providing support to our producing agents as it relates to servicing, and working together to keep our records accurate. Expect a team-oriented environment where we are able to depend on one another for support and knowledge.

Duties/Responsibilities:

• Handle incoming service calls and emails that route through our queues.
• Assist producing agents with servicing policies post-bind.
• Process renewals, endorsements, cancellations, and more within our Agency Management System to ensure data accuracy.
• Maintain thorough records of all customer interactions.
• Assist in the overall effort to meet client needs in a timely and accurate manner.
• Other duties as assigned.

Required Skills/Abilities:

• Ability to cultivate strong relationships with clients built on trust.
• Excellent written and verbal communication skills.
• Ability to effectively plan and prioritize work activities.
• Ability to work with standard office technology, including Microsoft Office Suite.
• Ability to adapt to changes and work well in a fast-paced environment.

Required Education and Experience:

• 1-2 years of insurance experience required.
• Active P&C License required.

Preferred Requirements:

• AMS360 experience
• Cross-selling experience

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

Pay:  $22-$25 per hour

Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.