P&C Licensed Wholesale Customer & Operations Representative (Primarily Home)

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Requirements:

• Demonstrated experience providing customer-driven solutions, support or service.
• Demonstrated experience and proficiency using PC software applications (e.g. Microsoft Office, Internet Explorer, Outlook, Excel, etc.)
• Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures.
• Demonstrated experience in customer service for insurance or brokerage products.
• Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
• Solid knowledge and application of underwriting processing, servicing or billing guidelines.
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures.
• Demonstrated written and verbal communication skills.
• Resident state producer license property and casualty producer license for commercial lines required.
• Property and casualty producer licenses for all operating and/or service states must be obtained within 60 days of hire.

Responsibilities:

• Serves as first point of contact (calls, emails, chats) and resolution for quoting and online binding support, market inquiries, service issues, requests, policies, procedures, and billing/account information.
• Assists agents and staff with carrier information and general processes and procedures.
• Prepares and releases coverage and premium financing quotes.
• Processes policy information including issuance of certificates. Ensures accuracy and completeness according to carrier specifications.
• Orders inspections as requested.
• Escalates more complex issues to appropriate subject matter area expert.
• May be asked to develop role specific standard work processes for team, mentor team members and provides project support.
• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.