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Risk Strategies Company · 2 months ago

Support Coordinator (Veterinary - Focused)

United States

Full-time

Remote

Entry Level

$15.48/hr - $20.63/hr

1+ years exp

One80 Intermediaries is a leading insurance wholesaler and program manager, and they are seeking a Personal Insurance Solutions Support Coordinator. The role involves providing administrative support to sales regions, processing customer inquiries, and maintaining account documentation in the CRM system.

ConsultingFinanceFinancial ServicesInsuranceInsurTech

Responsibilities

Handle workflow of assigned sales team member(s) when they are out of the office; carbon copy (cc) the sales representative on any email sent on their behalf

Submit all insurance applications to the Application Center for processing upon request

Submit all quote acceptances to the Service Center for processing requests

Contact customers regarding billing, change order requests, certificate requests, and for general service/mid-term check-in purposes

Assist with miscellaneous requests from the PIS AVMA Retention Team, including mailings, running reports, requests, follow-ups, and processing ‘rush’ binders as needed

Support PIS AVMA Retention team by properly internally routing all quoting/binding material, certificate and ID card requests, internal/external communication with clients/prospects, Account Coordinators, Technicians, etc

Create customer records in the CRM as needed

Maintain accurate account information and documentation in various systems and databases (CRM)

Meet production quotas and quality standards as set forth by management

Qualification

Customer Relationship ManagementProperty & Casualty insurance licenseCustomer service experienceAdministrative supportInterpersonal skills

Required

1+ years of previous customer service experience within business insurance lines utilizing Siebel or other Customer Relationship Management (CRM) system

Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization

Maintain accurate account information and documentation in various systems and databases (CRM)

Meet production quotas and quality standards as set forth by management

Preferred

Associate's degree in a related field

Property & Casualty insurance license

Company

Risk Strategies Company

RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.

Founded in 1997

Boston, Massachusetts, USA

5001-10000 employees