Logo for Agency Administrators, Inc.

Client Care Representative- Email Team

Role overview

Qualifications

  • Current PC Producer license
  • 2 Years minimum experience
  • Self-motivated with a drive to expand insurance knowledge
  • Strong organizational, time management, and prioritization skills

Responsibilities

  • Optimizing Customer Service and Client Relationships by providing the highest level of professionalism
  • Prioritize email responses by understanding clients' needs
  • Policy Management - Ensure endorsements are processed accurately
  • Document and process policy cancellations properly

Key facts

Other skills

  • Customer Service
  • Organizational Skills
  • Time Management
  • Non-Verbal Communication
  • Self-Motivation
  • Strong Work Ethic
  • Prioritization
  • Rapport Building

About the company

Agency Administrators, Inc. logo

Agency Administrators, Inc.

Company details

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Job description

Advance your Insurance Career with Agency Administrators

 

Job Profile and Description:

Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Email Client Care Representative to join our award-winning team.

Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.

We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.

As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.

 

Position Type: Full-Time

Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current P&C Producer license
Experience Required: 2 Years minimum

 

Job Responsibilities:


  • Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service

  • Prioritize email responses by thoroughly reviewing and understanding clients' needs to provide accurate and tailored responses

  • Policy Management - Obtain all necessary details to ensure endorsements are processed accurately and efficiently

  • Process payments and provide clear and comprehensive explanations to insured's billing questions

  • Document and process policy cancellations properly

  • Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings

  • Address company recommendations with insureds to meet carrier compliance requirements

  • Navigate agency management system using proper workflows. Maintain up-to-date client files by attaching documentation, generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy

 

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:


  • Self-motivated with a drive to expand their insurance knowledge

  • Strong organizational, time management, and prioritization skills

  • Solid work ethic and commitment to delivering exceptional service

  • Excellent verbal and written communication skills to ensure professional and concise communication

  • Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport

  • Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License

  • Experience with Applied EPIC a plus

 

Salary and Benefits:

Pay: $45,000 to $52,000 per year

Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.


Compensation: 45,000-52,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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