Description

Join One of the Top 1oo Insurance Agencies!

We are looking for individuals with a drive to succeed, strong values, a desire to grow, and passion for helping people. 

2023 – Awarded Top 100 P/C Agency

2019 - 2021 Awarded Top Performer

Requirements

• Become familiar with company commercial lines insurance products. 
• Assist to ensure all new and renewal insurance policy tasks are processed accurately and within required timeframes by tracking policy expirations for existing clients. 
• Work proactively to ensure appropriate actions are taken to facilitate renewals. 
• Review all policies, identifying and notifying AM, AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier. 
• Growing client loyalty by building positive relationships and providing high levels of advocacy, world-class service, and professional communication.
• Ability and willingness to continually grow your insurance expertise, management/leadership skills, and followership skills. 
• A willingness to “take the next step” to anticipate and meet the client’s needs. 
• A natural curiosity and desire to learn and grow professionally. 
• Setup policies as requested.
• Review and process renewals.
• Answering calls and responding to customer inquiries. 
• Accessing customer accounts and policy schedules. 
• Processing payments, simple endorsements such as address changes, pulling documents.
• Providing customers with detailed information about policies and products. 
• Liaison between agents, carriers, and customers. 
• Scanning and attaching files when necessary. 
• All other duties as assigned.

Knowledge, Skills and Abilities (KSA):

• Friendly and professional demeanor. 
• Excellent communication and interpersonal skills. 
• Basic computer skills and knowledge of database software. 
• High-level typing skills. 
• Advanced knowledge of telephone and call forwarding systems. 
• Ability to remain calm in stressful situations. 
• Ability to explain detailed policy concepts in a simple way. 
• Personal and/or commercial lines insurance lines knowledge.

Required:

• High school diploma or GED. 
• 3 years of customer service experience.
• Previous experience working as a customer service representative. 

Benefits:

• Medical, Dental, Vision
• Short Term Disability
• Long Term Disability
• Life Insurance
• 401K
• Generous PTO Policy