Account Specialist Liaison
6 days ago
The estimated salary for this role is $60,000 - $80,000 per year, depending on location and experience. As a liaison between insureds, agencies, and the company, you will provide exceptional customer service resolving policy questions, changes, and concerns with accuracy and efficiency. Your strong relationships with clients and agents will help identify coverage needs and elevate industry knowledge.
This role requires the ability to maintain confidentiality, display strong communication skills, and possess excellent interpersonal and time management skills. You should have a proficient knowledge of financial and billing information and be able to make decisions or take actions to solve problems. Additionally, you will work closely with external contacts, employees, managers, and department staff members.
Responsibilities:
- Resolve basic questions/issues within established guidelines and workflow expectations.
- Evaluate, quote, classify, and price new, current, and renewal policies.
- Elevate forms knowledge needed to assist agents and the company in writing new business, conducting policy renewals and reviews, or processing changes.
Requirements:
- A high school diploma or equivalent is required.
- Two years or more of combined experience in an insurance or customer service-related field is required.
- Must hold or obtain the P&C agent license.
- Holds or is willing to obtain CIC, CRM, CPCU, or other insurance-related designations.
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