Claims Processing, Communication Skills, Customer Experience, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Industry/Trade Analysis, Insurance, Interpersonal Skills, Microsoft Office, Needs Assessment, Organizational Skills, Problem Solving Skills, Regulations, Regulatory Requirements, Resolve Customer Issues, Sales Support, Team Player, Time Management
Responsibilities:
-Provide exceptional customer service by responding promptly to client inquiries, addressing concerns, and resolving issues related to personal lines insurance policies.
-Assist clients with the management of their insurance policies, including policy renewals, endorsements, cancellations, and claims processing.
-Support the sales team by generating quotes, conducting needs assessments, and recommending appropriate insurance products to clients.
-Maintain accurate and up-to-date client records, ensuring all necessary documentation is complete and compliant with regulatory requirements.
-Stay informed about industry trends, product offerings, and regulatory changes to provide clients with relevant and up-to-date information.
-Educate clients on the features and benefits of various insurance products, helping them make informed decisions about their coverage.
-Work closely with other team members to ensure a seamless client experience and support the overall goals of the company.
Requirements:
-Education: High school diploma or equivalent; a bachelor's degree in a related field is preferred.
-Previous experience in personal lines insurance or a related field is preferred.
-Licensed insurance Agent - personal lines highly preferred
-Excellent communication and interpersonal skills
-Strong organizational and time management abilities
-Proficient in using insurance management software and Microsoft Office Suite
-Detail-oriented with strong problem-solving skills
-Ability to work independently and as part of a team
By applying for this job, you agree to receive calls, Al-generated calls, text messages, or emails from Synerfac Technical Staffing and our contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undeliverable messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at www.synerfac.com/privacy/
S
Synerfac Technical Staffing