Licensed Insurance Agent, Customer Service Representative

Polly is a leading embedded automotive insurance marketplace that integrates coverage options into the automotive buying experience. They are seeking a Customer Service Representative to provide outstanding service, manage client accounts, and build strong relationships with clients and carriers.

Responsibilities:

• Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc
• Account review for coverage changes and add new coverages to suit the client’s needs
• Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed
• Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures
• Developing strong relationships with clients and carriers
• Answer incoming calls & emails
• Identify and assess customers’ need to achieve satisfaction
• Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system
• Perform special projects and other duties as assigned by management
• Account round by cross selling additional lines of business

Requirements:

• Proven customer support experience or experience as a customer service representative
• Ability to multi-task, prioritize, and manage time effectively
• Proficient in all Microsoft office applications
• Strong attention to detail with time management and decision-making skills
• Working comfortably in a high-volume work environment
• Excellent written and verbal communication skills
• Property & Casualty (P&C) Insurance License
• Technically Savvy
• Experience using AMS 360 or similar software
• Bilingual in Spanish