Insurance Service Representative
4 days ago
Job Summary
Associated Insurance Management, LLC is seeking a highly skilled Insurance Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and resolving any issues that may arise.
Key Responsibilities
- Assist producers and account executives in service-related tasks and objectives
- Consult and advise clients on their personal insurance needs
- Collect and input data for new business & policy renewals in agency management system and insurance carrier portals
- Identify and evaluate risks & coverages
- Review quotes and policies for accuracy
- Prepare marketing proposals and presentation materials
- Prepare evidence of insurance forms
- Send policies, endorsements, invoices, and other correspondence to clients
- Receive and return calls and emails to clients and insurance carriers
- Properly maintain, scan, and organize electronic files in our agency management system
- Report any service issues or problems to supervisor
Requirements
- 2-3 years of Personal Lines Property & Casualty Insurance experience
- Valid Property & Casualty insurance license
- Proficiency using Microsoft Office
- Experience with Applied/Epic preferred
- Professional, friendly demeanor
- High school diploma
Work Environment
This is a full-time, in-office position with a 36.25 hour workweek. We offer a competitive benefits package, including 401(k), disability insurance, flexible schedule, health insurance, and paid time off. Bonus opportunities are also available.
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