Account Services Representative I - State National
Markel
Insurance tracking for multiple accounts
Client-facing report analysis
Proprietary tracking system training
The Account Services Representative I serves as the primary liaison for a large number of assigned financial institutions, providing account management for client’s day-to-day operations
Job Summary
The Account Services Representative I serves as the primary liaison for a large number of assigned financial institutions, providing account management for client’s day-to-day operations.
Incumbents in this role will deliver ongoing service and problem resolution to customers, thereby helping to ensure customer retention by providing superior customer service.
The company offers competitive benefit programs including health, dental, vision insurance, 401(k) with employer match, Employee Stock Purchase Plan, PTO, and parental leave.
Matching Summary
The Account Services Representative I serves as the primary liaison for a large number of assigned financial institutions, providing account management for client’s day-to-day operations.
Skills & Requirements
Must-have
Insurance tracking for multiple accounts
Client-facing report analysis
Proprietary tracking system training
Time-sensitive issue resolution
Premium billing report accuracy
Electronic cash settlement reconciliation
Professional email and telephone communication
Nice-to-have
Optimist and problem-solver mindset
Meaningful difference maker
Unprecedented level of customer service
Key Requirements
High School Diploma or equivalent
1-2 years CPI experience or 3 years related industry/B2B customer service