Job Overview:
- This person will support the sales staff/agent(s) by providing accurate quote proposals and outstanding customer service to prospects and clients.
Duties and Responsibilities:
- Customer Service to include answering phones and helping clients solve issues, process endorsements, and provide professional advice.
- Maintain thorough understanding of the insurance markets and the company’s policies. Be willing to call to get answers or solve problems on behalf of the clients.
- Provide accurate quotes and proposals to the sales staff.
- Review and process documentation as needed, including new business apps, changes to current policies, quoting for prospective business and then filing appropriately, keeping information confidential.
- Process daily downloads from insurance companies by attaching to files and making sure the info is accurate.
- Follow up on all changes or company and/or customer requests and thoroughly document for future reference.
- Cover for fellow employees during personal leave situations. (flexibility with hours worked)
Qualifications:
- Receive and maintain license in property/casualty insurance.
- Customer service skills that keep the clients happy and content and confident that we are working in their best interest.
- Positive and outgoing, not easily frazzled – sense of humor
- Ability to adapt to changes in software or office policies when needed.