Requirements:

• Property and Casualty Experience Required

• Property and Casualty License Required

• Proficiency in Microsoft Office and Google Applications

• Excellent written and verbal communication skills

• Customer Service Experience

• Retention Experience Preferred

• Ability to excel in a fast-pace environment

• Attention to detail

• A positive attitude

• A Team Player, willing to go above & beyond for our clients

Daily tasks include:

• Taking inbound phone calls for newly sold policyholders and completing a review of all policy documents and e-signature expectations.

• Process policy corrections as needed.

• Service existing client's policies.

• Making outbound calls to customers for policy related needs and customer inquiries.

• Data tracking of all Retention and VIP activity.

• Agent assistance - answering questions and completing requests.

• Monitoring of recorded sales calls and accurately scoring these calls for Quality Assurance reporting and Sales Agent feedback.

• Following up with underwriting departments to ensure policy is issued.

• Cross Sell / Rewrite policies as needed.

• Interact with mortgage and insurance carriers to ensure payment is received in a timely manner.

• Track trends to ensure proper feedback is provided to the sales team.

• Follow up with clients at renewal to ensure client retention.