Account Service Professional
3 weeks ago
We are looking for a skilled Account Service Professional to join our team at Western Pacific Insurance. As an Account Service Professional, you will play a critical role in servicing our clients and ensuring their satisfaction with our services.
Key Responsibilities:
- Handle and answer all types of telephone calls from agents, directing them to the appropriate broker or account manager
- Perform functions on our agency management system with proficiency and accuracy
- Bind new and renewal business, including review of subjectivities and follow-ups
- Follow up with agents for missing bind documents and submit information to carriers
- Provide premium finance agreements when needed, order inspections in conjunction with binds, and process endorsements, cancellations, and reinstatements
Requirements:
To succeed in this role, you must have a high school diploma, minimum two years of customer service experience in the insurance industry, and strong verbal and written communication skills. You should also be detail-oriented, resourceful, and able to think critically, with the ability to handle multiple tasks simultaneously.
Above average computer proficiency is required, as well as a positive disposition and adaptability to changes in processes and procedures. An active property and casualty insurance license is also necessary, along with a willingness to obtain CISR designation.
The estimated salary for this position is $62,000 - $82,000 per year, based on location and experience. Benefits include a comprehensive health insurance plan, 401(k) retirement plan, and paid time off.
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