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Account Associate

Company Name:
Koch Davis
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day.
Requirements
Interest in marketing products and services based on customer needs. Excellent interpersonal skills. Excellent communication skills- written, verbal and listening. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. People-oriented. Organizational skills. Self-motivated. Detail oriented. Proactive in problem solving. Dedicated to customer service. Experience in a variety of computer applications, particularly Windows. Pride in getting work done accurately and timely. Ability to work in a team environment. Ability to multi-task. Ability to effectively relate to a customer. Bilingual-spanish preferred. Property & casualty license (must be able to obtain). Life & health license (must be able to obtain)
Education
Associate degree or higher preferred
Client
This is a group of insurance and financial services companies in the United States.

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