Job Description
Pay Range: $19.71 - $26.32
Under limited supervision, performs customer service, sales and management of assigned small business accounts. Serves as the customer's advocate between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or Producer to identify potential coverage gaps and recommends best offering to customer and/or Business Development Manager/Producer. Adheres to department procedures and guides to ensure accurate responses and customer satisfaction. Some degree of travel may be necessary.
Physical Requirements:
Education and Experience:
- Associate degree and 3-year relevant work experience or equivalent combination of education and experience required
- Bachelor degree preferred
- Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire
Skills and Abilities:
- Demonstrated excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
- Proficient in ability to analyze limited data, research problems and make sound decisions using own judgement, manuals, and available resources;
- Demonstrated ability to work independently and in groups;
- Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality;
- Proficient in Microsoft Office;
- Ability to gain proficiency in effective use of the Agency's management system and technology tools
- Ability to comprehend and comply with department workflows and guidance
- Demonstrated knowledge and understanding of basic insurance concepts
- Ability to travel regionally on occasion
Tasks Performed:
- 50% Following department and agency procedures, perform or oversee all key servicing aspects of assigned small business accounts, within the agency management system and/or carrier websites, including but not limited to, new business & renewal submissions, coverage review and analysis, proposals, policy changes, review and timely delivery of policy documents. Ensure system documentation is professional, thorough, concise, and free of typographical errors.
- 40% Identify small business customer issues or concerns by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer, regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
- 5% Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency.
- 5% Perform other duties as assigned.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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