Job Description
Title: Licensed Insurance Agent I – Remote
Location: United States
Description
PRIMARY RESPONSIBILITIES
- Processes policyholderservicingtransactions accurately and within a timely mannerwhile following various regulatory and compliance rules from the Dept of Insurance as well as various external insurance carrier guidelines and internal policies and procedures.
- Responds to inbound phone calls and assists renter’s insurance policy holders with servicing transactions, such as processing payments, answering billing inquiries, website navigation, and some claims & coverage inquiries.
- Alsoresponsible for assisting renters with policy rewrites andpolicy edits.
- Processes policyholderservicingtransactions accurately and within a timely manner.
- Understands aspects of internal billing system as it pertains to policy coverage. Identifies and communicates transactions; evaluates and makes decisions regarding payment plans and alternative payment arrangements.
- Manges and utilizes time effectively to ensure department meets required service levels for improved customer satisfaction results.
- Utilizes online reference materials to provide confident, accurate, and efficient information.
- Develops and maintains product, procedural and technical systems knowledge.
- Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and internet.
- Accurately documents tasks and customer interactions as required in our CRM.
- Other duties as assigned.
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- Property & Casualty Insurance License.
- Can be obtained within 30 daysof hiring.
- Excellent customer service and verbal/written communication skills.
- Strong computer skills in PCs and Internet computing.
- Minimum 2-year experience in a call center or customer service role.
- Ability to type at least 45 words per minute and accurately capture detailed information.
- Previous insurance experience preferred, but not required.
- Flexible with work hours to meet Contact Center hours of operation and workload needs as manager schedules (including availability to work overtime as required).
- Excellentproblem-solvingskills required.
- Exhibits professional demeanor, is accountable, accurate, customer friendly.
- Computer literate, working knowledge of Microsoft programs including Outlook, Excel, and Word,and proprietarycompany systems.
- Able to sit or stand for frequent periods in the same location with some opportunity to move about.
- Strong organizational ability; must be able to handle multiple tasks simultaneously.
- Detail orientated.
- Proficient knowledge of MS Word and Excel required; general offices skills such as data processing, filing, emailing, and faxing.
- Excellent language and communication skills (written and verbal).
- Must be able to work well with individuals at all levels in and out of the organization.
- Ability to appropriately manage confidential information is extremely important.
- Excellent problem-solving skills.
- Able to learn new processes and tools in a fast-paced environment.
- Overtime may be required in order to meet deadlines.