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Client Care Representative- Email Team

Job Description - Client Care Representative- Email Team

Advance your Insurance Career with Agency Administrators


 


Job Profile and Description:


Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Email Client Care Representative to join our award-winning team.


Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.


We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.


As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.


 


Position Type: Full-Time


Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current P&C Producer license
Experience Required: 2 Years minimum


 


Job Responsibilities:




  • Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service


  • Prioritize email responses by thoroughly reviewing and understanding clients' needs to provide accurate and tailored responses


  • Policy Management - Obtain all necessary details to ensure endorsements are processed accurately and efficiently


  • Process payments and provide clear and comprehensive explanations to insured's billing questions


  • Document and process policy cancellations properly


  • Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings


  • Address company recommendations with insureds to meet carrier compliance requirements


  • Navigate agency management system using proper workflows. Maintain up-to-date client files by attaching documentation, generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy


 


Skills and Specifications:


To excel in this position, the ideal candidate should possess the following qualities:




  • Self-motivated with a drive to expand their insurance knowledge


  • Strong organizational, time management, and prioritization skills


  • Solid work ethic and commitment to delivering exceptional service


  • Excellent verbal and written communication skills to ensure professional and concise communication


  • Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport


  • Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License


  • Experience with Applied EPIC a plus


 


Salary and Benefits:


Pay: $45,000 to $52,000 per year


Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.

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