Comprised of dedicated, experienced, and trusted professionals, Team Focus Insurance Group provides insurance industry organizations with the policy management solutions they need so they can focus on profitably growing their business. Throughout our more than 25 years, we’ve built a solid reputation of financial stability, growth through innovation, and delivering outstanding service and results to our clients. And while our focus is on our clients, it’s also on our team members. When you join Team Focus Insurance Group, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. At Team Focus Insurance Group, we strive to be the best we can be for our clients, our partners – and our people. If you’re interested in joining an organization where you can thrive and excel in a supportive environment, it’s time for us to talk.
This is a fully remote position
Summary: Develop, support, and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.
Essential Duties and Responsibilities:
Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.
Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder. Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.
Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.
Process insured request cancellations and White Glove pre-cancellation communication.
Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion.
Competency: To perform the job successfully, an individual should demonstrate the following competencies:
Accountability - Demonstrates a sense of ownership and responsibility in successfully delivering results.
Analytical - Uses intuition and experience to complement data.
Client Services - Manages difficult or emotional client situations; Responds promptly to client needs; Solicits client feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organization’s core values.
Interpersonal - Creates effective working relationships across multiple levels and multiple functions within both client and Company organizations.
Motivation - Demonstrates persistence and overcomes obstacles.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; demonstrates consultative telephone sales skills; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Ability to handle multiple tasks.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Follows through on commitments.
Project Management - Manages multiple projects and multi-level projects simultaneously. Adaptable and able to perform different roles on projects as required.
Selling – Consultative sales skills and documents sales process.
Technological – Understands technology as related to Property/Casualty products; Able to interact and converse with client on matters of a technical nature.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. 3-5 years' experience servicing or selling Property & Casualty Insurance Commercial policies. Previous call center experience a plus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands:
Ability to work a rotating shift, with hours extending to 8:00pm ET.
While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear over the telephone; sit for extended periods of time; use hands to, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Travel Required:
None
Why join the Team Focus Insurance Group Team?
The Team Focus Insurance Group Difference:
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
- Commuter Benefits
- Flexibility: Remote and Hybrid Opportunities Available
This position is not able to be performed in California, Colorado, New York or Washington.
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