Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members
Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services
Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services
Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs
Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels
Maintain required Property & Casualty license and state registrations
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

High School Diploma or GED equivalent
Up to 1 year needs based sales and/or customer service experience in insurance, financial services and/or relevant direct customer service
Acquire and maintain Property & Casualty (P&C) license and state registrations, within 90 days of hire
Demonstrated communication, problem-solving, and critical thinking skills to effectively respond to routine member inquiries
Effective time management and organizational skills
Successful completion of a job-related assessment may be required

Insurance Professional – Sales and Service

Key skills