Insurance Support Specialist

1 week ago


Ballwin, Missouri, United States Combined Agents of America Full time
About the Role

We are seeking an Insurance Support Specialist to join our team at Combined Agents of America. In this role, you will be responsible for providing exceptional service to existing clients, answering customer inquiries, and working with new clients to understand their needs.

Key Responsibilities:

  • Provide outstanding service to existing clients related to policy updates, quotes, payments, and documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service claims.
  • Work with new clients or support producers in understanding their needs, gathering data, researching policy options, presenting options, finalizing coverage, canceling old policies, and negotiating with carriers.
  • Set appointments and/or client calls or support producers to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Requirements

To be successful in this role, you should:

  • Hold a Missouri insurance license and have a minimum of two years' insurance experience (personal or commercial lines).
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Compensation

The estimated annual salary for this position is $37,440 - $43,200, depending on experience and qualifications.



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