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Insurance Policy Advisor

1 month ago

Conyers, Georgia, United States Freeway Insurance Services America LLC Full time
Job Summary:

As an Insurance Policy Specialist at Freeway Insurance Services America LLC, you will be responsible for assessing customer needs and advising clients on coverage options. You will provide quotations, pricing, and required information to prospects with excellent customer service. Your goal will be to complete the sales process for each customer with excellent customer service, develop and maintain relationships with business partners, and perform outside marketing activities to generate company sales.

Key Responsibilities:

Assess customer needs and advise clients on coverage options
Provide quotations, pricing, and required information to prospects with excellent customer service
Complete the sales process for each customer with excellent customer service
Develop and maintain relationships with business partners
Perform outside marketing activities to generate company sales
Prepare quotations on customer change requests to policies
Receive and respond to all customer inquiries and complaints
Maintain strong knowledge of all company products, pricing, and policy features
Maintain knowledge of industry competitors and provide critical market feedback to your supervisor
Direct customer service representatives in tasks relating to coverage of retail office
Follow-up routinely with customers on all open or unresolved issues
Answer the telephone in a prompt, professional, and courteous manner
Report any and all conditions affecting customer satisfaction
Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by Regional Manager or Corporate Office

Requirements:

Excellent customer service and interpersonal skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations
Ability to write reports and business correspondence
Ability to effectively present information and respond to questions
Ability to solve practical problems and deal with situations where limited standardization exists
Ability to add, subtract, multiply, and divide
Ability to compute basic percentages
Ability to carry out detailed, but uninvolved, written or oral instructions
Skill and ability to use and operate a keyboard, computer, fax machine, scanner, and copier
Must have a valid driver's license
Must be able to provide proof of automobile insurance
Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date
High School Diploma or equivalent
1-2 years related experience and/or training
Knowledge of Microsoft Word, Microsoft Excel, and AS-400/Mocha is preferred

Language Skills:

Ability to fluently speak, read, and write English
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations
Ability to write reports and business correspondence
Ability to effectively present information and respond to questions