Personal Lines Insurance Client Care Representative- Phone Team

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 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

Policy Management including:

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

Obtain all necessary details to ensure endorsements are processed accurately and efficiently

Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy

Obtain claim information and transfer to carriers

Document and process policy cancellations properly

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

Address company recommendations with insureds to meet carrier compliance requirements

Maintain up-to-date client files by attaching documentation

Navigate agency management system using proper workflows

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.