Nick Lowry State Farm

  • person
  • place
    111 W Rollins Rd, Round Lake Beach, IL 60073
  • contact_phone

Account Manager

date_range March 22, 2017

place Round Lk Hts, IL
  • Description:
    Account Manager Responsibilities Include (not limited to):

    •Consulting with clients about insurance products: Auto, Home, Life Health, and Business Insurance
    •Opening bank accounts for clients: Vehicle Loans, Mortgages, Credit Cards, Deposit Products, CD's, Home Equity Loans, and HELOC's
    •Servicing existing clients by responding to inquiries, reviewing coverage, executing policy changes, assisting with claim handling, reviewing customer accounts, and calling for late payments
    •Meeting with at least 2 clients face-to-face to assist them with their retirement needs, education savings, and/or life insurance needs (outside appointments are common - at least 1-2 per week, so it is critical that applicants have reliable transportation)
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