Logo for AIS Insurance

Policy Servic Agent I - REMOTE

Role overview

Qualifications

  • Knowledge of customer service skills/customer-focused sales
  • Extensive knowledge of state-specific underwriting guidelines
  • Proficiency in Microsoft applications (Word, Excel, Outlook)
  • 2 years of directly-related Property Casualty Insurance experience

Responsibilities

  • Complete applications and processes to address customer concerns
  • Interact with Underwriters to resolve complex underwriting issues
  • Resolve general billing inquiries and process basic payments
  • Utilize understanding of products and systems knowledge to complete tasks

Key facts

Hard skills

Other skills

  • Customer Service
  • Technical Acumen
  • Organizational Skills
  • Persuasive Communication
  • Microsoft Office
  • Problem Solving
  • Multitasking
  • Detail Oriented
  • Communication
  • Time Management

About the company

AIS Insurance logo

AIS Insurance

Insurance Brokerage & Agencies

AIS is one of the largest insurance agencies in the nation. Through its comparison shopping and highly skilled licensed Insurance Specialists, customers receive the best coverage and rates available for their insurance needs. AIS offers a vast selection of insurance products for personal and commercial needs. AIS partners with high-profile insurers like Mercury, Travelers, Progressive, Safeco, The Hartford, National General, and MetLife along with many other highly rated insurance companies to make sure AIS customers have coverage that they can trust at an affordable price. Thanks to its impressive presence in the online insurance marketplace and in-house expertise, AIS is able to pair customers with insurance companies that save them money and deliver the coverage that is right for them. In addition, AIS is an agency that keeps its customer's best interests in mind—performing periodic rate checks to be sure they continue to get the best insurance value.

Company details

IndustryInsurance Brokerage & Agencies
Company size501 - 1000

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Job description

Overview:

Policy Service Agent I - REMOTE

AIS Insurance

Amazing Opportunity

Excellent customer service career opportunity!  We are currently recruiting dedicated, service-oriented professionals who are interested in a customer service career.  This position will be working remotely from home.

State specific pay scales for this role are as follows:

$50,083 to $61,212 (CA, NJ, NY, WA, HI, AK, MD, CT, RI, MA)

$45,074 to $55,091 (NV, OR, AZ, CO, WY, TX, ND, MN, MO, IL, WI, FL, GA, MI, OH, VA, PA, DE, VT, NH, ME)

$40,066 to $48,970 (UT, ID, MT, NM, SD, NE, KS, OK, IA, AR, LA, MS, AL, TN, KY, IN, SC, NC, WV)

The expected base salary for this position will vary depending on a number of factors, including relevant experience, skills and location.

In CA: Typical hiring range is $50,083 to $61,212

Job Summary

Under moderate supervision, works in a fast-paced professional call center environment providing excellent customer service to customers on both inbound and outbound calls. Services and assists in maintaining existing Private Passenger Automobile, Homeowner and Commercial policies.

Responsibilities:

ESSENTIAL JOB FUNCTIONS:

  • Work and complete all applications and processes necessary to tend to customer concerns and inquiries in an expeditious manner. This involves utilizing in-depth understanding of products and underwriting guidelines to collect customer information, evaluate and properly address individual risks including counseling customers on coverage or quoting additional lines of business; auditing and following up with customers to ensure completion of applications, open issues and policy changes, and provide policy verification as needed; servicing and maintaining existing accounts via phone with multiple carriers in multiple states, to include quoting/cross-selling/up-selling of insurance products as well as handle all policy inquiries and changes.
  • Interact with Underwriters to respond to general questions or resolve complex underwriting policy issues.
  • Resolve general billing inquiries and process basic payments.
  • Utilize in-depth understanding of related products and systems knowledge to complete tasks independently and in a timely manner; completes project work as assigned.
Qualifications:
  • Knowledge of customer service skills/customer-focused sales; strong persuasive ability required.
  • Extensive knowledge of state-specific underwriting guidelines and Mercury’s underwriting protocols.
  • Broad knowledge of Company policies and procedures
  • Proficiency in Microsoft applications (Word, Excel, Outlook, etc.) and the ability to effectively utilize internal computer systems and applications
  • Strong attention to detail and excellent organizational skills
  • Strong written and verbal communication skills
  • Strong technical skills
  • Strong customer service skills and the ability to interact with our customers as well as our internal business units in a professional manner
  • Ability to work in fast-paced environment, multi-task, be able to prioritize workflow, and organize various communications in a timely manner as needed
  • Ability to analyze customer needs, problem solve and make sound business decisions

 Education/Experience

  • High School diploma or its equivalent
  • Bachelor's degree a plus
  • Active Resident General Lines Property & Casualty (P&C) license required
  • Must be eligible to obtain licensing in all states
  • Ability to obtain an appropriate P&C equivalent license in other Mercury states as required
  • 2 years of directly-related Property & Casualty Insurance experience in a call center and/or customer service environment
  • Bi-lingual (Spanish) preferred, but not required
  • Mercury Insurance Group experience a plus
Physical Requirements:

Work-from-home requirements:

  • Dedicated, quiet workspace
  • High-speed internet via reliable provider
  • Ability to attend virtual meetings and training sessions
  • Schedule: Monday-Friday | 9am-6pm PST / 11am-8pm CST / 12pm-9am EST

Apply today for a career at AIS as a Policy Service Agent!

About the Company:

Why choose a career at AIS?

Auto Insurance Specialists has been offering quality insurance products to California residents for over 55 years and since 2006 has expanded its online sales and service capabilities across all 50 states. Our team will encourage you to grow, make time to have fun, and work together to make great things happen. We embrace the strengths and values of each team member. We believe in having diverse perspectives where everyone is included, to serve customers from all walks of life.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, and a variety of benefits to help our team members reach their health, retirement, and professional goals.

Learn more about us here: https://www.aisinsurance.com/jobs

AIS is an independently-operated and wholly-owned subsidiary of Mercury Casualty Company, a California corporation.  We are an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state, or local law.

Perks and Benefits:

We offer many great benefits, including:

  • Competitive compensation
  • Flexibility to work from anywhere in the United States for most positions
  • Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
  • Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
  • Medical, dental, vision, life, and pet insurance
  • 401 (k) retirement savings plan with company match
  • Engaging work environment
  • Promotional opportunities
  • Education assistance
  • Professional and personal development opportunities
  • Company recognition program
  • Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more
Pay Range: USD $40,519.00 - USD $70,777.00 /Yr.

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MR

Marcus Rivera

Chief Revenue Officer

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