Commercial Insurance Service Agent

4 weeks ago


Chicago, Illinois, United States Constructive Insurance Full time
Job Summary

We are seeking a highly skilled Commercial Insurance Service Agent to join our team at Constructive Insurance. As a key member of our team, you will be responsible for providing exceptional customer service, meeting individual sales targets, and ensuring agency retention requirements are met.

The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and the ability to analyze and interpret data to identify opportunities and propose solutions.

Key Responsibilities:

  • Provide timely and accurate commercial insurance quotes to customers
  • Prepare new business and renewal documents
  • Monitor policy schedules and process requests for policy endorsements and amendments
  • Meet customer expectations through first contact resolution
  • Maintain high levels of customer service and clearly communicate coverages of insurance policies
  • Proactively work with insurance agents to resolve policy issuance issues
  • Determine customer risk based on claim and payment frequency
  • Properly document all customer and prospect communications
  • Conduct interviews with insurance prospects to gather required information and advise customers of policy and coverage options
  • Answer customer inquiries regarding insurance policies, coverages, and pricing
  • Proactively contact customers to ensure proper customer touchpoints are conducted and to maximize the profitability of the customer relationship

Requirements:

  • Bachelor's degree in business or related field (or equivalent combination of years of experience with High School diploma/GED)
  • Active General Lines License with the ability to sell Commercial policies and willingness to acquire additional state licenses as needed
  • 2+ years' experience in servicing commercial insurance policies
  • 2+ years' experience in sales with a proven track record of success
  • 2+ years' experience with Agency Management Software, Agency Raters, ACORD forms, and related insurance technology
  • 1+ years' experience in a call center environment, preferably in the Insurance Marketplace
  • Commercial new Business and renewal experience preferred
  • Knowledge of independent agency insurance principles and processes for providing customer and personal services
  • Knowledge of principles and methods for processing insurance policy endorsements, renewals, and addendums
  • Agile; ability to analyze and interpret data to identify opportunities and propose solutions
  • Strong project management skills
  • High quality of work product
  • Professional maturity, integrity, ability to maintain confidential data and information
  • Strong skills in MS Word, Excel, and PowerPoint


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