Policy Services Representative

2 weeks ago

Myrtle Beach, South Carolina, United States Big I South Carolina Full time

The Insurance Customer Support Agent at Big I South Carolina plays a crucial role in fostering strong client relationships by addressing inquiries and resolving issues with efficiency and professionalism. This position involves daily interactions with clients, insurance providers, and team members while engaging in specific service and marketing tasks.

Benefits/Perks

  • Competitive Salary
  • Opportunities for Professional Growth
  • Job Security in a Thriving Sector
  • Generous Paid Time Off
  • Retirement Savings Plan with Matching Contributions
Key Responsibilities
  • Assist current clients with policy updates, provide quotes, process payments, answer inquiries, and supply necessary documentation.
  • Handle customer communications regarding new or existing insurance policies and manage all claims, including regular and after-hours claims.
  • Collaborate with new clients or support a producer to identify their needs, gather essential information, explore policy options, present alternatives, finalize and secure new coverage, cancel outdated policies, and negotiate with carriers as needed.
  • Schedule appointments or client calls, or assist a producer in reviewing existing policies, assessing liability limits and exposures, identifying additional coverage needs, evaluating replacement costs, rounding out accounts, and securing renewals.
  • Engage with clients to provide comprehensive information about products and services, quote new business, process renewals or cancellations, accept payments, and deliver requested documentation.
  • Address product or service issues by clarifying client concerns, identifying the root cause, selecting and explaining the best solution, expediting corrections or adjustments, and following up to ensure resolution.
  • Review audits or policies for accuracy and facilitate necessary corrections between clients and carriers.
  • Maintain detailed records of client interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
  • Work collaboratively with team members, mentor new staff, provide expertise, answer questions, and participate in both formal and informal meetings as required.
Qualifications
  • Prior experience is valued, but we are willing to train entry-level candidates.
  • Exhibit a strong customer service orientation and excellent phone etiquette; demonstrate exceptional written and verbal communication skills, along with strong mathematical and reading abilities for calculations.
  • Possess a sense of urgency, attention to detail, organizational skills, the ability to multitask, and follow-up capabilities, with the aptitude to manage challenging situations and solve complex problems independently.
  • Demonstrate excellent time management skills, a personal accountability mindset, and proficiency in technology and computer systems, including agency management tools, rating systems, and carrier website navigation.
Compensation: $36,000 - $45,000 annually

Your Future as an Independent Insurance Agent Begins Here

If you seek a career that offers flexibility, job security, competitive compensation, and more, you have found the right opportunity. Working with a Big I South Carolina member agency is an excellent career choice.

Big I South Carolina is the state's oldest and largest trade association for property and casualty insurance agents. Our members are small business owners representing multiple insurance companies and offering a diverse range of insurance products. Many of these agencies are actively seeking to fill open positions, increasing the likelihood of job opportunities in your area.

With an impending workforce shortage in the insurance sector due to the retirement of many seasoned agents, the demand for insurance professionals is rising daily. Is this career path suitable for you?

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