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Property and Casualty Insurance Support Manager
2 months ago
SUMMARY: The Support Manager serves as the liaison between PTI partneragents and internal departments. They will work closely with the Director of Agency Support, as well as Agency Advocate Team members, on tasks and special projects as needed, utilizing interpersonal and communication skills to cultivate strong relationships with agents and internal departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Responsible for maintaining operations and delivering the highest quality of business-to-business service to our appointed and prospective agency partners
- Effectively handle outbound call or email campaigns and outreach projects as assigned
- Assist with coordinating agency visits and events, including industry trade shows, and events
- Act as backup/additional assistance in Agency Support Team shared inboxes and phone queue
- Communicate company guidelines and policies effectively to agents via multiple channels
- Provide assistance to agents experiencing login issues with our policy management system and/or document portal and respond to any login-related questions, as needed
- Manage and maintain agency information
- Handle appointment process for prospective agents by fielding the intake call or email; explaining our appointment process, expectations, and underwriting guidelines; setting the agency up in our management systems; reviewing paperwork submitted, etc.
- Participate in user acceptance testing and quality assurance testing, working directly and attending calls/meetings with our development team as needed
- Create and maintain department Standard Operating Procedure documentation as needed
- Perform other duties as assigned
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully:
- 4-40, 20-44, or 2-20 licensed
- Previous Property & Casualty industry experience, ideally prior agency experience with homeowners and/or flood insurance
- Ability to work independently and within a team environment to carry out assignments to completion within parameters of instructions given
- Exhibit strong organizational skills with a proven ability to juggle multiple projects at a time and prioritize, while maintaining attention to detail, efficiency, and high customer service standards
- Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook, Teams)
- Availability to work extended hours if necessary
