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Works with supervisor and staff to achieve departmental goals, to serve clients efficiently and professionally, and to maintain the knowledge necessary to carry out responsibilities.
• Discuss insurance needs and policy coverage with clients via phone, e-mail, written communication, and in person.
• Document all communications and interactions with clients, carriers, and others in the computer system.
• Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person.
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information.
• Actively conduct account reviews.
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication.
• Initiate appropriate policy and endorsement issuance, as well as any other supplemental forms, reports, etc.
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures.
• Maintain compliance with all related company policies, standardized procedures, and regulations.
• Continuing education to keep abreast of company, agency, and system updates.
• Any other duties as assigned.
• Handle insured’s premium payments, via in-house or internet payment methods.
• Perform same work-related responsibilities to other company locations, as required.
• Minimum 2 years of Insurance Experience preferred
• High school diploma.
• Understanding of insurance work methods and procedures.
• Obtain and maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state.
• Ability to verbally effectively present information to clients, company, and agency staff.
• Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
• Commitment to the company’s culture and established service standards.
• Ability to deal with and show discretion in confidential matters.
• 25% availability to travel outside of 25-mile radius and report to any office.
• Ability to sit, drive, bend, answer the phone, and perform computer input.