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29 days old

Account Services Manager (Lake Jackson, TX)

Kelly Services
Lake Jackson, TX 77566
Kelly Services is hiring for an excellent **_Account Services Manager_** for a Credit Union in **_Lake Jackson, TX_** . This position is **_DIRECT HIRE_** and salary is between 40 45K based on skills and experiences.


Schedule is Monday Friday 8 AM to 5 PM.


**Essential Duties and Responsibilities:**


+ Remain updated and current regarding statutory insurance requirements by completing and maintaining all regulatory training and requirements.

+ Shall maintain a high degree of professionalism, ethics and integrity.

+ Provide exceptional service to all customers by responding in a timely manner.

+ Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

+ Receives, maintains and updates electronic files following agency standards using Agency Management System (AMS360).

+ Submits policy changes through carrier websites and verifies accuracy and coverage adequacy of policies.

+ Processes renewals and remarkets, as needed.

+ Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.

+ Receive and post all payments to customer accounts.

+ Proactively identifies clients needs and establishes key relationships by identifying and closing sell opportunities.

+ Tracks, monitors, and reports weekly/monthly prospecting activity and sales results to direct manager.

+ Maintains adequate knowledge of procedures, coverage, and the industry knowledge to effectively manage client accounts.

+ Advocates for and seeks out process changes or improvements in relation to insurance trends in the marketplace.

+ Actively participates in organizational or functional projects or process improvement teams.

+ Actively engage in networking activities such as Chamber and Credit Union events to build and promote brand awareness.


**Minimum Qualifications:**


**Education -**


+ Requires Texas Department of Insurance P&C license or the ability to obtain license within 60 days of hire date.

+ Two-year degree in relevant field or an equivalent mix of education and customer service/sales experience is required.


**Experience -**


+ This position requires minimum of three years of related industry experience in customer service, sales and delivery.

+ Knowledge of AMS360 is a plus and experience with independent carriers active in personal lines market.


**Skills, and Abilities -**


+ Strong interpersonal communication skills and strategic and creative thinking abilities.

+ Ability and comfort level to identify the client's needs and underwriting concerns with respect to their homes, autos, umbrellas, and rental properties.

+ Demonstrates effective time management.

+ Assumes responsibility for achieving results.

+ Passion for accuracy.

+ Continually learns and stays apprised of current trends in the insurance marketplace.

+ Builds collaborative and productive relationships within the organization.

+ Proficient in relevant software including Microsoft Office, Word and Excel. Demonstrated ability to learn and utilize new technology.

+ Bi-lingual is a plus. Preferably Spanish.


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-09-29 Expires: 2021-10-30

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Account Services Manager (Lake Jackson, TX)

Kelly Services
Lake Jackson, TX 77566

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