Client Care Representative- Email Team

Role Summary

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

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

Requirements

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

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.
• Salary: 45,000-52,000