Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

401 K Plan

Hybrid Work Environment

Responsibilities

• Receive and respond to phone calls and incoming correspondence regarding new or existing insurance policies.
• Provide services to clients related to updating policies, taking payments, answering questions, and providing documentation.
• Prepare and process endorsements.
• Review audits or policies; verify accuracy and facilitate corrections between client and carrier.
• Issue all on demand certificates of insurance and or evidence of property per insured’s request.
• Review and follow up on Notice of Cancellations as per agency procedures.
• Invoice Agency Bill endorsements, audits, and cancellations.
• File and follow up on Claims as per agency procedures.
• Issue all on demand certificates of insurance and evidence of property per insured’s request.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments and actions taken in the agency management system.
• Troubleshoot and resolve customer issues and concerns.
• Provide prompt, accurate and professional customer service.
• Establish customer relationships.

Requirements

• High School diploma or equivalent.
• 1-3 years of experience in customer service or general office support.
• 3 years or more commercial insurance experience.
• Hold a current license in property and casualty.
• Proficient in use of Microsoft Office Suite and Adobe Pro.
• Knowledge and experience with Epic software a plus.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Possess a supportive and responsive manner with internal and external customers.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Flexibility to adapt to changing priorities and manage multiple tasks simultaneously.
• Ability to interact and maintain good working relationships.
• Ability to work well independently and in a team environment.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Ability to identify problems and recommend solutions.
• Strong computer and data entry skills with knowledge of Microsoft Office Suite and other industry-related software programs.