Insurance Customer Service Rep

POSITION OVERVIEW:

The Licensed (or willing to obtain) Insurance Customer Service Representative is an insurance account support specialist who supports customer needs for an independent insurance agency with an aggressive growth plan. This person works closely with our producers (sales team) and the Agency Manager. This person will be P&C licensed or willing to obtain it and as such when speaking with clients will be exercising discretion and judgement on all manners of insurance policies and coverages for the client’s portfolios including making recommendations for additional coverages. In addition, they will be conducting customer policy review), managing customer renewals and handling customer insurance and claim complaints.

Our ideal candidate will be experienced with supporting both internal and external customers.

Employee Benefits Include:

• Medical Plan
• Dental Plan
• Vision Plan
• Live Health Online
• Life Insurance
• Disability
• Supplemental Benefits
• No waiting period to use accrued PTO
• Device and Accessory Discounts
• Training
• Leadership Development Programs
• National Discounts & much more!

Core Duties and Responsibilities:

• Assist agents in providing high quality customer support
• Along with agents, conduct Customer Policy Reviews and assist with customer P&C policy renewals
• As needed, recommend insurance coverages and applicable policies as applicable to customers
• Respond and assist customer with claims inquires and act as liaison between customer and carriers
• Responding to emails and Customer Service tasks
• Customer retention calls
• Sets appointments
• Review current polices
• Processes endorsements
• Files client activities accurately and in a timely manner into agency management system
• Provides quoting support to agents
• Generates and distributes insurance certificates to clients
• Maintains client files
• Keeps record of all license renewals
• Create and present renewal proposals to existing clients
• Proofreads records, applications, and proposals
• Maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents
• Fills out accord forms as needed for agents to quote
• Inputs quotes on agency management system
• Manage social media sites
• Email production reports and work other weekly processes assigned
• Other duties as assigned and as needed

Minimum Qualifications:

• Licensed for 1 year in property and casualty or willing to obtain a license within 6 months

• Some Insurance Customer Service and/or sales agent experience with policy changes, inputting quotes, client files, and agency processes
• High School diploma or equivalent required

• Experience in using an agency management system
• 1 Year office experience Adaptability/Flexibility
• Adaptability/Flexibility
• Attention to Detail
• Organized
• Team Player
• Professional & Ethical
• Microsoft Office
• Problem Solving

Preferred Qualifications:

• Experience with EZLynx or AMS360 agency management system

Career Highlights:

• A competitive compensation plan which includes a base salary, medical and dental plan, and other benefits

Essential Physical Requirements

• Must be able to work from a sitting position for extended periods of time.
• Must be willing and able to work in front of a computer monitor for extended periods of time.
• Must be able to work on a standard computer keyboard for extended periods of time.
• Must be able to work in a cubical environment during the workday with limited or no distraction.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization