Customer Account Professional - Hybrid
Arbella Insurance Group, Edmond, OK, United States
At Arbella, we’re focused on people. We work hard to attract and retain the best, offering a great work environment, encouraging work/life balance, flexible arrangements, competitive salaries and exceptional benefits packages. We invest in our employees and encourage growth so the company can grow as well. Arbella is committed to a diverse, inclusive, and equitable workplace where all are valued for their talents and empowered to reach their full potential.
The Customer Account Professional understands and supports our commitment to exceptional service consistent with Arbella’s brand. They are the "Voice of Arbella", building relationships, making connections, and providing superior customer service experiences.
Key Responsibilities
Sensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer service. Manages customer interactions across multiple communication channels to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as needed. Educates and advises insureds, including risk exposure identification, policy coverage explanation, coverage enhancement suggestions, and confirmation of recommendations in writing when appropriate; resolves general customer inquiries. Identifies and recommends beneficial coverage enhancements, working within appropriate underwriting authority and agency preference. Manages agent interactions across multiple communication channels and collaborates with agents and management to understand business objectives and incorporate these objectives to deliver outstanding customer service. Responds to agent preferences in all aspects of underwriting campaigns, maintaining a high level of service with each interaction. Maintains client files and/or automated account records accurately and orderly, supporting processing of new business, rewrites, conversion business, endorsements, cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship. Responds to existing clients to identify new or additional insurance needs, recommend coverages, calculate and quote premium rates, explain policy features & benefits, present options and upgrades, and provide an overall analysis of protecting individual property & casualty exposures. Skillful in client relationship management, actively maintaining relationships to meet or exceed productivity and quality targets. Reviews all applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Completes outbound calls to obtain necessary information for policy transactions, renewal opportunities, and coverage counseling. Collaborates with other stakeholders to understand trends, compliance and other requirements. Requirements
Maintains Property & Casualty licensing requirements for all states in Arbella’s footprint. Training and company‑sponsored agent licensing is provided. Excellent customer service, communication and collaboration skills. Sound customer service work experience. Strong time‑management skills with attention to detail. We value work‑life balance, so our work schedule is 36.25 hours per week. All Arbella employees are eligible for a profit‑share bonus program, exceptional benefits and wellness programs, career development, flexible schedules and more. Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $52,780 ($28.00 an hour) - $55,000 ($29.18 an hour) based on a variety of factors including, but not limited to, relevant skills and experience. Please note: The advertised pay range is not a guarantee or promise of a specific wage.
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Sensitive to the needs of our agents and customers, acts in a consultative manner to address the needs of all policy matters, while delivering paramount customer service. Manages customer interactions across multiple communication channels to assist insureds with underwriting of their policies, answer and process billing inquiries and make policy changes as needed. Educates and advises insureds, including risk exposure identification, policy coverage explanation, coverage enhancement suggestions, and confirmation of recommendations in writing when appropriate; resolves general customer inquiries. Identifies and recommends beneficial coverage enhancements, working within appropriate underwriting authority and agency preference. Manages agent interactions across multiple communication channels and collaborates with agents and management to understand business objectives and incorporate these objectives to deliver outstanding customer service. Responds to agent preferences in all aspects of underwriting campaigns, maintaining a high level of service with each interaction. Maintains client files and/or automated account records accurately and orderly, supporting processing of new business, rewrites, conversion business, endorsements, cancellations and renewals. Performs a variety of policy maintenance activities to support the customer relationship. Responds to existing clients to identify new or additional insurance needs, recommend coverages, calculate and quote premium rates, explain policy features & benefits, present options and upgrades, and provide an overall analysis of protecting individual property & casualty exposures. Skillful in client relationship management, actively maintaining relationships to meet or exceed productivity and quality targets. Reviews all applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Completes outbound calls to obtain necessary information for policy transactions, renewal opportunities, and coverage counseling. Collaborates with other stakeholders to understand trends, compliance and other requirements. Requirements
Maintains Property & Casualty licensing requirements for all states in Arbella’s footprint. Training and company‑sponsored agent licensing is provided. Excellent customer service, communication and collaboration skills. Sound customer service work experience. Strong time‑management skills with attention to detail. We value work‑life balance, so our work schedule is 36.25 hours per week. All Arbella employees are eligible for a profit‑share bonus program, exceptional benefits and wellness programs, career development, flexible schedules and more. Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $52,780 ($28.00 an hour) - $55,000 ($29.18 an hour) based on a variety of factors including, but not limited to, relevant skills and experience. Please note: The advertised pay range is not a guarantee or promise of a specific wage.
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