Now Hiring - System One - Account Manager/Customer Service Rep in Tulsa, OK

Full description of the position

System One has partnered with a local insurance company that is in search of an Account Manager and Customer Service Representative. This person will play a crucial role in the agency by managing client relationships and ensuring a seamless customer service experience. This position requires someone who is proactive, customer-focused, and capable of handling inquiries effectively. The ideal candidate will possess a strong background in account management and customer service. Having a Property and Casualty or Life and Health Insurance license is preferred.

Key Responsibilities

:

• Serve as the primary point of contact for clients, addressing inquiries and providing assistance in a timely and professional manner.
• Build and maintain strong relationships with clients by understanding their needs and delivering tailored insurance solutions.
• Support clients through the insurance application process, policy changes, renewals, and claims.
• Collaborate with internal teams to ensure a smooth and efficient workflow, facilitating communication between clients and various departments.
• Provide education and support to clients regarding their insurance policies, coverage options, and claims processes.
• Maintain accurate and up-to-date records of client interactions and transactions in the CRM system.

Qualifications

:

• High school diploma or equivalent; a degree in business, communications, or a related field is a plus.
• Proven experience in account management or customer service, preferably within the insurance industry.
• Strong interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
• Excellent problem-solving skills and attention to detail.
• Proficient in Microsoft Office Suite and experience with CRM software.
• Willingness to obtain a Property and Casualty and/or Life and Health Insurance license if not already licensed. Ref: #208-Eng Tulsa