Licensed Insurance Agent, Customer Service

Polly Insurance Agency, LLC is seeking a Licensed Insurance Agent, Customer Service Representative to join their Personal Lines Service team. The role involves providing outstanding service to customers, managing client accounts, and developing 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