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The Customer Service Representative is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.

Benefits: <ul><li>401(k)</li><li>Competitive salary</li><li>Flexible schedule</li><li>Free uniforms</li><li>Paid time off</li><li>Signing bonus</li><li>Training & development</li></ul> 

 The Customer Service Representative is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.   Benefits/Perks <ul><li>Competitive Base Pay & Bonus. </li><li>Professional Development</li><li>Job Stability in a growing industry</li></ul>  Responsibilities <ul><li>Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.</li><li>Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.</li><li>Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.</li><li>Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.</li><li>Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.</li><li>Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.</li><li>Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.</li><li>Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.</li><li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.</li></ul>  Qualifications <ul><li>Hold the insurance license required by your state and have a minimum of 1 year of insurance account management experience or comparable work experience.</li><li>Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.</li><li>Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.</li><li>Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.</li><li>Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.</li></ul>

Southeast Managing Partners

Insurance Service Team Member

Business Processes

Communication Skills

Computer Skills

Customer Relations

Customer Retention/Renewal

Customer Support/Service

Data Collection

Detail Oriented

Develop and Maintain Customers

Documentation

Follow Through

Insurance

Interpersonal Skills

Marketing

Mathematics

Mentoring

Multitasking

Needs Assessment

Negotiation Skills

Presentation/Verbal Skills

Problem Solving Skills

Resolve Customer Issues

Sales Management

Telephone Skills

Time Management

Track Customer Issues

Training/Teaching

Underwriting

Writing Skills

The Personal Lines Producer at Southeast Managing Partners is responsible for maintaining and maximizing profitable relationships with personal line clients and for growing the book of business through new client sales. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.

Benefits: <ul><li>Competitive salary</li><li>Flexible schedule</li><li>Opportunity for advancement</li><li>Training & development</li></ul> 

 The Personal Lines Producer at Southeast Managing Partners is responsible for maintaining and maximizing profitable relationships with personal line clients and for growing the book of business through new client sales.   Benefits/Perks: <ul><li>Competitive Pay </li><li>Professional Development</li><li>Job Stability in a growing industry</li></ul>  Responsibilities:  <ul><li>Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. </li><li>Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.</li><li>Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs. </li><li>Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.</li><li>Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.</li><li>Support and prepare clients for renewal and retention, and maintain strong client relationships.</li><li>Anticipate, respond to, and follow up on all existing client needs.</li><li>Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.</li><li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.</li><li>Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.</li></ul>  Qualifications: <ul><li>Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.</li><li>Possess a valid driver’s license and a source of reliable transportation. </li><li>Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.</li><li>Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.</li><li>Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.</li><li>Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.</li><li>Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.</li></ul> Flexible work from home options available.

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Insurance Service Team Member Southeast Managing Partners

Personal Lines Producer Southeast Managing Partners

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