Job description

Currently, our team is seeking an Account manager to join our office. Your team will be responsible for delivering service in a courteous, professional, and efficient manner.

Further duties include, but are not limited to interacting with customers and insurance agents to discuss insurance, perform administrative tasks and maintain client documentation. The idóneo candidate is friendly, upbeat, professional, and dependable.

Responsible for providing excellent customer service and overall service of assigned customers and/or policies. Assists clients with Health insurance issues such as explanation of coverage, ancillary lines of insurance coverage, and renewal information.

Essential Duties

- Support incoming calls, emails, and online chats from customers.
- Updating of client information in SugarCRM on a daily basis
- Handle basic coverage questions, assist with enrollment, premium inquiries, and cancellation requests.
- Respond to questions and requests from clients/customers/agents quickly and accurately.
- Record details of all customer interactions including requests, inquiries, comments, complaints and then record details of actions taken.
- Retrieving and responding to voicemail and emails.
- Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
- Notifies brokers of pertinent information related to client retention;




- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Handles inbound calls from multiple resources such as clients and insurance companies and third-party vendors;
- Provides customer support too, insurance agents/carriers, regarding insurance information
- Updates accounts, help answer questions from callers regarding all lines of insurance coverage that apply to client;
- Initiates outbound calls to insurance offices to obtain/verify information;
- Perform other duties as assigned

Required Skills

- Some call and/or customer service experience desired.
- English level C1
- Experience with Customer Relationship Management software (CRM)
- Exceptional listening skills with the ability to handle difficult and detailed inbound/outbound calls.
- Excellent computer skills including Microsoft Excel, Word, Outlook.
- Ability to multitask between various software programs.
- Problem-solving and problem resolution skills.
- Excellent typing skills to type complete, accurate and thorough notes in customer files.
- Communicate and write clearly and in a professional manner (telephone, email, online chat and in-person).
- Must be able to work quickly and efficiently.
- Excellent organization skills with the ability to work as a team and independently.
- Bachelor's degre

Job Types: Full-time, Contract, Permanent

📌 Account Manager - Existing Clients (Colombia)
🏢 United AMG Partners
📍 Colombia