Licensed Insurance Agent, Customer Service
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Job Description
Customer Service Representative for Polly, providing service in Personal Lines for insurance. Engaging with clients and ensuring high satisfaction through support and relationship building.
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
Benefits:
- Medical, dental and vision insurance
- HSA, FSA, Dependent Care FSA
- 3 weeks paid time off with generous holiday time
- Paid Parental Leave + baby cash
- Matching 401(k) contributions
- Life & disability Insurance
- Work from anywhere options
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