Personal Lines Insurance Client Care Representative- Phone Team

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 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

Job Responsibilities:

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  Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service
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  Policy Management including:
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    Processing payments and provide clear and comprehensive explanations to insured's billing questions
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    Obtain all necessary details to ensure endorsements are processed accurately and efficiently
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    Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy
  • 
    Obtain claim information and transfer to carriers
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    Document and process policy cancellations properly
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    Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy
  • 
    Address company recommendations with insureds to meet carrier compliance requirements
  • 
    Maintain up-to-date client files by attaching documentation
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  Navigate agency management system using proper workflows

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:

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  Self-motivated with a drive to expand their insurance knowledge
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  Strong organizational, time management, and prioritization skills
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  Solid work ethic and commitment to delivering exceptional service
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  Excellent verbal and written communication skills to ensure professional and concise communication
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  Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
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  Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
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  Experience with Applied EPIC a plus

Salary and Benefits:

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.