Insurance Service Specialist
7 days ago
About the Role
We are seeking a skilled Insurance Service Specialist to join our Personal Lines Service team. In this role, you will be responsible for providing exceptional customer service by answering incoming inquiries and taking appropriate action to ensure top-notch customer satisfaction.
Key Responsibilities
- Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.
- Account review for coverage changes and adding new coverages to suit the client's needs
- Protecting retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed
- Preparing all necessary paperwork, including applications, change requests, and proper disclosures
- Developing strong relationships with clients and carriers
- Answering incoming calls and emails
- Identifying and assessing customers' needs to achieve satisfaction
- Entering activities for all interaction with clients and carrier personnel, completed tasks, and documents received in AMS360 management system
- Performing special projects and other duties as assigned by management
- Account rounding by cross-selling additional lines of business
Requirements
- Proven customer support experience or experience as a customer service representative
- Ability to multi-task, prioritize, and manage time effectively
- Proficient in all Microsoft office applications
- Strong attention to detail with time management and decision-making skills
- Working comfortably in a high-volume work environment
- Excellent written and verbal communication skills
- Property & Casualty (P&C) Insurance License
- Technically savvy
Preferred Qualifications
- Experience using AMS 360 or similar software
- Bilingual in Spanish
Polly's Commitment to Our Employees
We offer a range of benefits to support our employees' well-being and success, including medical, dental, and vision insurance; HSA, FSA, and Dependent Care FSA; 3 weeks paid time off with generous holiday time; paid parental leave and baby cash; matching 401(k) contributions; life and disability insurance; and work-from-anywhere options.
About Polly
Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, we seamlessly integrate coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most.
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