Provide service to existing clients related to updating policies, providing quotes, taking payments, processing claims, answering questions, providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies.
Work with new clients in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Appropriately document conversations with clients and carrier representatives within the agency management system.
Act as a liaison between clients and insurance carriers to resolve issues including billing, claims, and underwriting concerns.
Ensures accuracy of data within the agency management system.
Stays up to date of changes in the insurance industry.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Mileage reimbursement
- Paid time off
- Tuition reimbursement
Experience level:
Schedule:
Supplemental pay types:
- Commission pay
- Retention bonus
Travel requirement:
Experience:
- Account Manager Personal Lines Insurance: 2 years (Required)
Work Location: Hybrid remote in Plainville, MA 02762