Job Description

Purpose Of Job

This position will assist the agency in daily individual and business client customer service roles, including but not limited to, answering phone calls, communicating with clients by phone and email, helping clients make changes to their policies, helping with the process of quoting and issuing new policies, and creating notes/tasks/follow ups regarding those interactions and changes. Property and casualty insurance license preferred but not required. This job entails both in-person and virtual work environment.

Responsibilities

1. Answering phone calls: executing the task discussed on the phone call

2. Effective communication: setting expectations with the client about what to expect next as a result of said phone call

3. Managing tasks: interaction with clients will result in activities that need to be executed. Those activities must be executed, documented, and followed up on to ensure completion

4. Working with producers (agents): producers (agents) communicate with their clients which results in activities that need to be completed. Expect to receive requests from producers (agents) that need to be executed, documented, and followed up on as you would when dealing directly with a client

5. Assisting with quoting/issuing/endorsing policies: collecting appropriate personal information from clients in order to help quote/issue/endorse their policies based on their needs/requests

Job Qualifications

1. Knowledge and professionalism: specific industry knowledge will be learned during employment but the expectation is competency to work independently on daily tasks, actively communicate with clients and co-workers, and handle matters professionally and timely

2. Communication skills: the majority of your work will be generated through communication with people, clients specifically, so the ability to work with many different personalities is important

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