Commercial Insurance Service Agent
4 weeks ago
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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