Personal Lines Insurance Client Care Representative- Phone Team
Advance your Insurance Career with Agency Administrators
Job Profile and Description:
Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Client Care Representative to join our award-winning team.
Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.
We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.
As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.
Position Type: Full- Time
Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current P&C Producer license
Experience Required: 2 Years minimum
Job Responsibilities:
-
Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service
-
Policy Management including:
-
Processing payments and provide clear and comprehensive explanations to insured's billing questions
-
Obtain all necessary details to ensure endorsements are processed accurately and efficiently
-
Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy
-
Obtain claim information and transfer to carriers
-
Document and process policy cancellations properly
-
Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy
-
Address company recommendations with insureds to meet carrier compliance requirements
-
Maintain up-to-date client files by attaching documentation
-
Navigate agency management system using proper workflows
Skills and Specifications:
To excel in this position, the ideal candidate should possess the following qualities:
-
Self-motivated with a drive to expand their insurance knowledge
-
Strong organizational, time management, and prioritization skills
-
Solid work ethic and commitment to delivering exceptional service
-
Excellent verbal and written communication skills to ensure professional and concise communication
-
Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
-
Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
-
Experience with Applied EPIC a plus
Salary and Benefits:
Pay: $45,000 to $52,000 per year
Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.
Salary: $45,000-$52,000
Originally posted on Himalayas