Insurance Service Specialist
7 hours ago
We are seeking a highly skilled and experienced Insurance Service Representative to join our team at Associated Insurance Management, LLC. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also contributing to the growth and success of our organization.
Key Responsibilities- Provide personalized service to clients, including answering questions, resolving issues, and providing policy information.
- Assist producers and account executives in service-related tasks and objectives, ensuring seamless communication and collaboration.
- Consult with clients to understand their insurance needs and provide tailored solutions to meet their requirements.
- Collect and input data for new business and policy renewals, ensuring accuracy and efficiency in our agency management system.
- Identify and evaluate risks and coverages, providing expert advice to clients and internal stakeholders.
- Review quotes and policies for accuracy, ensuring that clients receive the best possible coverage and rates.
- Prepare marketing proposals and presentation materials, showcasing our agency's expertise and services.
- Prepare evidence of insurance forms, ensuring compliance with regulatory requirements.
- Send policies, endorsements, invoices, and other correspondence to clients, maintaining clear and effective communication.
- Receive and return calls and emails to clients and insurance carriers, providing timely and professional responses.
- Maintain accurate and organized electronic files in our agency management system, ensuring easy access to client information.
- Report any service issues or problems to supervisor, ensuring prompt resolution and continuous improvement.
- 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.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
- Flexible schedule and work-life balance.
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