Personal Insurance Account Manager I

Primary Functions: Responsible for the support and service of GIB customers

Duties and Responsibilities:

Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.

Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.

Educate customers on policy coverage to enable informed decisions.

Develop trusted relationships with clients through creative problem solving.

Perform review of customer accounts to address any coverage needs.

Cross-sell additional products offered by the Insurance Agency or the Credit Union.

Perform other duties as assigned.