Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
About the role
- Customer Service Representative at Steve Pore Insurance Agency handling inquiries and concerns professionally. Providing assistance with insurance policies and ensuring customer satisfaction.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Requirements
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Demonstrate strong customer focus and an excellent phone manner
- Display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
- Have excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
- Minimum of two years of personal lines insurance account management experience
Benefits
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
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