Key skills
Communication
About this role
Role Overview
- Answer phone calls and respond to email inquiries from policyholders and prospects.
- Process changes to the policy as requested by the insured according to agency procedure
- Issue certificates of insurance as requested by insured and/or broker
- Create billing activities for accounting. This function may involve reviewing the insured’s account, obtaining finance agreements and collect payment from the insured.
- Monitor pending cancellations according to agency procedure.
- Keep all information in agency management system accurate including driver/vehicles schedules
- Activity all correspondence, email, phones calls, etc. in agency management system
- Utilize suspense system for pending items
- Provide back up for other agency service staff as needed
Requirements
- High school diploma or equivalent
- Preferably 3 years of experience in customer service, in the insurance industry
- Excellent verbal and written communication skills
- Strong problem-solving and analytical skills
- Property & Casualty License preferred
- Willingness to obtain within 90 days of hire required.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage