Provides customer service and resolves issues by offering solutions, explanations and options.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
General Accountabilities
Provides customers' information about products or services.
Ensures full customer satisfaction and maintains a friendly, helpful demeanor.
Ensure that policy requirements are fulfilled (Underwriting), including necessary medical statements, inspections forms, and the completion of appropriate forms, Photographs.
Customize insurance programs to suit individual customers often covering a variety of risks.
Analyze client's current insurance policies and suggest additions or changes.
Identifies and prioritizes problems and issues related to service area.
Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
Ensures that appropriate changes were made to resolve customers' problems.
Refers unresolved customer issues to designated departments for further investigation, including contacting underwriting departments.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Seek out new clients and develop clientele by networking.
Call potential clients to expand customer base.
Attend meetings, webinars to learn about new products and services, new skills, and receive technical assistance in developing new accounts.
Clean your workstation, common areas, and floors at least once a week.
*The company reserves the right to add or change duties at any time.