We continue to expand by purchasing agents’ books of business. We recently added a new Sales and Service Agent we are now looking for an additional Customer Service/Account Manager

Customer Service/Account Manager

  • Medical Insurance experience highly desired, with familiarity in assisting agents with account management, quoting and spreadsheeting  of insurance products.
  • When work load requires, this person must be comfortable in fast passed environment, able to multitask, as well as monitor all tasks & bring them to completion.
  • Strong foundation in customer service desired. Comfort with most service interactions taking place via phone & email, with some but limited face-to-face. Desire a minimum 10 years of customer service experience, but additional years is preferred.
  • Strong interpersonal communication skills, including both written and verbal.
  • Proficiencies with Microsoft suite of products, with moderate to advanced comfort with Outlook, Word, and Excel. Advanced working knowledge preferred.
  • Ability to build and prepare proposals for agents and clients.
  • this person would also be servicing clients of their own and compensated accordingly.

Contact Joel Biernat at 503-639-3231 if you are interested.