Personal Lines Insurance Client Care Representative- Phone Team
Agencyadministrators · Remote · Location not stated
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Posted on Agencyadministrators's own careers page on 5 February 2020. You apply directly with the company.
About the job
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
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Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service
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Policy Management including
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Processing payments and provide clear and comprehensive explanations to insured's billing questions
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Obtain all necessary details to ensure endorsements are processed accurately and efficiently
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Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy
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Obtain claim information and transfer to carriers
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Document and process policy cancellations properly
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Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy
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Address company recommendations with insureds to meet carrier compliance requirements
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Maintain up-to-date client files by attaching documentation
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Navigate agency management system using proper workflows
Skills and Specifications
To excel in this position, the ideal candidate should possess the following qualities:
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Self-motivated with a drive to expand their insurance knowledge
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Strong organizational, time management, and prioritization skills
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Solid work ethic and commitment to delivering exceptional service
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Excellent verbal and written communication skills to ensure professional and concise communication
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Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
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Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
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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.
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- Open over a year (2458 days)