Ref. #000R47
- Educates clients about coverage limitations and documents in computer system when having to recommend excess and surplus coverages, as needed to meet client insurance needs
- At each service contract, conducts a total account review and recommends changes in coverage and in markets, as needed to ensure high quality coverage by utilizing the Service Accountability Checklist
- Handles renewals and remarkets as needed according to workflow
- Assists clients with making coverage changes and completes all service requests for clients
- Informs clients of policy changes, exclusions of coverage and insurance coverage needs
- Generates documents and produces correspondence, to satisfy client service requests or to provide automation as needed by client
- Handles or refers insured’s questions and complaints
- Maintains detailed customer records in the management systems
- Works with Quality Managers to satisfy questions or discrepancies on accounts in a timely manner
- Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency
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Experience: 3-5 years of personal lines experience, Private Client experience preferred
License/Certification: General Lines Property and Casualty (P&C) Agent’s license required
Perks & Benefits: Generous employee benefits package which includes a robust wellness program