Insurance Agency Customer Service Rep

7 days ago

Scottsdale, United States HUKL INVESTMENTS INC Full time

**POSITION OVERVIEW**:
This position is an in office role at our Scottsdale, AZ office.
The Licensed Insurance Customer Service Representative is an insurance account support specialist who supports customer needs for an independent insurance agency with an aggressive growth plan. This person works closely with our producers (sales team) and the Agency Manager. This person will be P&C licensed and as such when speaking with clients will be exercising discretion and judgement on all manners of insurance policies and coverages for the client’s portfolios including making recommendations for additional coverages. In addition, they will be conducting customer policy review), managing customer renewals and handling customer insurance and claim complaints.

**Core Duties and Responsibilities**:

- Assist agents in providing high quality customer support
- Along with agents, conduct Customer Policy Reviews and assist with customer P&C policy renewals
- As needed, recommend insurance coverages and applicable policies as applicable to customers
- Respond and assist customer with claims inquires and act as liaison between customer and carriers
- Customer retention calls
- Sets appointments
- Review current polices
- Processes endorsements
- Files client activities accurately and in a timely manner into agency management system
- Provides quoting support to agents
- Generates and distributes insurance certificates to clients
- Maintains client files
- Keeps record of all license renewals
- Create and present renewal proposals to existing clients
- Maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents
- Fills out accord forms as needed for agents to quote
- Inputs quotes on agency management system
- Manage social media sites
- Other duties as assigned and as needed

**Minimum Qualifications**:

- Licensed for 1 year in property and casualty
- Insurance customer service and/or sales agent experience with policy changes, inputting quotes, client files, and agency processes
- High School diploma or equivalent required
- Experience in using an agency management system
- 1 Year office experience Adaptability/Flexibility
- Adaptability/Flexibility
- Attention to Detail
- Organized
- Team Player
- Professional & Ethical
- Microsoft Office
- Problem Solving

**Preferred Qualifications**:

- Bachelor's degree preferred
- Experience with AMS360 agency management system

**Career Highlights**:

- A competitive compensation plan which includes a base salary, medical and dental plan, and other benefits

**Essential Physical Requirements**
- Must be able to work from a sitting position for extended periods of time.
- Must be willing and able to work in front of a computer monitor for extended periods of time.
- Must be able to work on a standard computer keyboard for extended periods of time.
- Must be able to work in a cubical environment during the workday with limited or no distraction.

**NOTE**: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization

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