As a Service Account Manager at Johanna Velazquez Agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. 

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.  

RESPONSIBILITIES INCLUDED BUT NOT LIMITED TO:

Client Support:
Provide ongoing support to existing customers by addressing their questions and concerns regarding their insurance policies.
Assist customers with policy changes, updates, and renewals.

Claims Assistance:
Guide clients through the claims process, ensuring they understand the steps and requirements.

Policy Management:
Review and analyze customers' current insurance policies to ensure they meet their needs and circumstances.
Assist customers in making informed decisions about modifying or updating their coverage.

Customer Relationship Management:
Maintain strong relationships with customers through regular communication and follow-ups.
Conduct or set appointment periodically to reviews of customers’ insurance needs to ensure their coverage remains adequate over time.

Documentation and Record-Keeping:
Maintain accurate and up-to-date records of customers interactions, policy details, and service activities.
Ensure all documentation complies with company policies and industry regulations.

Problem Resolution:
Address and resolve any issues or complaints customers may have regarding their insurance policies or services.
Work collaboratively with other departments to find solutions to complex client problems.