Accounts Manager

Job Description

Welcome to Hageman Family Insurance Agency, a proud Horace Mann agency rooted right here in Springfield, Illinois. Our agency is a fun and family centered agency dedicated to serving our community with integrity and care. Our mission is to provide peace of mind to our clients by offering reliable insurance solutions. We believe that building strong relationships is just as important as offering great products. As our new Licensed Customer Service Representative, you'll be the friendly voice and helpful hand for our clients, guiding them through their insurance needs and ensuring they feel confident and well-supported. If you're passionate about helping others, possess a positive attitude, and are looking for a fulfilling career where you can make a real difference, we invite you to join our dedicated team in Springfield.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Life Insurance

Mon-Fri Schedule

Retirement Plan

Work from Home

Hands on Training

Career Growth Opportunities

Serve as the primary point of contact for clients, answering inquiries and providing prompt, accurate assistance regarding their policies.

Assist policyholders with policy changes, endorsements, and general administrative tasks related to their accounts.

Process new business applications and follow up to ensure all requirements are met.

Handle customer service issues with empathy and a focus on finding satisfactory resolutions.

Collaborate with agents to support client needs and contribute to a positive client experience.

Maintain accurate and up-to-date client records in the agency's CRM system.

Contribute to a positive and collaborative work environment within the agency.

Active State Insurance License (Property and Casualty -preferred, but not required).

Demonstrated experience in a customer-facing role, preferably within the insurance or financial services industry or parallel industry.

Excellent verbal and written communication abilities,

Proficiency in using customer relationship management (CRM) software and standard office applications.

A genuine desire to help people and solve problems. Strong organizational skills and attention to detail.

Ability to work independently and as part of a supportive team.