Licensed Customer Service Representative
New
P
PollyInsurance
United StatesFull-TimeMiddle
Salary44,000 - 56,000 USD per year
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Job Details
- Required Skills
- Microsoft OfficeCustomer serviceRelationship building
Requirements
- Property & Casualty (P&C) Insurance License.
- Proven customer support experience servicing home and auto insurance.
- 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.
- Experience working comfortably in a high-volume work environment.
- Excellent written and verbal communication skills.
- Technically savvy and able to navigate multiple computer systems simultaneously.
- Dedicated, distraction-free home workspace with a professional desk.
- Reliable high-speed internet with wired connection (cable, fiber, or DSL) from a major ISP (minimum 25 Mbps download / 10 Mbps upload).
- Experience with AMS360, PL Rater, or other rating tools preferred.
Responsibilities
- Service all aspects of client accounts, including policy changes, cancellations, account updates, and payments.
- Perform account reviews for coverage changes and add new coverages to suit client needs.
- Protect agency retention and client satisfaction by transferring existing clients to sales as needed.
- Prepare all necessary paperwork, including applications, change requests, and proper disclosures.
- Develop strong relationships with clients and carriers.
- Answer incoming calls and emails, identifying and assessing customer needs to achieve satisfaction.
- Enter activities for all client and carrier interactions, completed tasks, and documents into the AMS360 management system.
- Perform special projects and other duties as assigned by management.
- Account round by cross-selling additional lines of business.
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