Company Overview
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.
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 include the following. Other duties may be assigned.
- Receives incoming phone calls for endorsement activity, in-depth coverage questions, routine coverage questions, renewals, and checking and issuing binders, certificates, and policies.
- Quotes new business, policies and/or coverages for new and existing clients, on behalf of the carrier.
- Experience with commercial polices, including Business Owners Policy (BOP), Workers' Compensation (WC), Umbrella, Commercial Auto, Cyber and others.
- Prepares and/or order policy change requests.
- Reviews expirations in advance of the renewal date to review coverages.
- Prepares and/ provides service and support to other sales agents.
- Actively seeks to cross-sell other coverages to existing clients.
- Takes claim information and report new claims to the company.
- Maintains adequate suspense on outstanding items and follow up in a timely manner until its conclusion.
- Ability to work a regular shift. In addition to working late shift with hours consisting of 11am to 8pm EST. (4-6X a month)
Preferred Skills:
Bilingual English/Spanish
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 or Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. Two (2) to four (4) years experience servicing or selling Property & Casualty Insurance. Previous call center experience a plus.
Computer Technical Skills:
To perform this job successfully, an individual should have a working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook and Internet browser applications. Must be able to use a variety of office equipment, including scanner, copier, fax machine, and calculator.
Certificates and Licenses:
Active General Lines Agent (Property and Casualty) license and ability to be licensed in all 50 states required.
Work Environment:
Ability to work effectively as part of a remote team, contributing to a positive and collaborative work environment.
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.
EEO
Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
