Insurance Account Representative jobs in United States
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One80 Intermediaries · 1 day ago

Insurance Account Representative

One80 Intermediaries is seeking an Insurance Account Representative to handle inquiries and resolve issues for insureds and carriers. The role involves answering calls, processing inquiries, and contributing to business retention efforts while maintaining high service standards.

ConsultingInsuranceWholesale
Hiring Manager
Scott Sacadat, MBA
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Responsibilities

Answers all incoming telephone calls promptly and professionally. Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards
Processes and responds professionally to inquiries received via email, fax or mail within established service levels
Accurately documents customer contact reasons and resolution in accordance with department protocol and completes applicable system and carrier website updates
Determines, analyzes and solves problems related to policies and billing issues. Successfully applies problem solving and time management methodology; balances multiple tasks as business needs arise while maintaining production and quality standards
Completes insurance coverage review with insureds and provides guidance as applicable. Obtains carrier quotes relating to endorsement changes and presents to insured. Refers requests for alternate carrier quotes to Retention Specialist team
Answers billing questions, accepts processes premium payments from customers and remits to applicable carrier
Uses de-escalation tactics when needed. Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution. Takes initiative to contribute to development of long-term solutions to prevent recurring or similar errors or problems, with a “customer first” philosophy
Develops and maintains product, procedural and technical systems knowledge
Maintains logs and production-related reports
Participates in business retention activities as directed by supervisor

Qualification

Personal Lines insurance experienceProperty & Casualty licenseCustomer service experienceTechnical systems knowledgeProblem solving skillsMS OutlookMS WordMS ExcelDe-escalation tactics

Required

High school diploma or general education degree (GED)
2 or more years of experience in customer service and/or sales, preferably in the insurance industry or equivalent combination of education and experience
Demonstrated proficiency with computers including MS Outlook, Word, Excel
Property & Casualty (P&C) or Personal Lines license is required

Preferred

Previous Personal Lines insurance experience
Reside in one of the following locations: New York, New Jersey, Vermont, Connecticut, New Hampshire, Pennsylvania, or Massachusetts

Benefits

Medical
Dental
Vision
Disability
Life
Retirement savings
10 days of paid time off
11 paid holidays

Company

One80 Intermediaries

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One80 Intermediaries provides Underwriter and Wholesale Broker in all forms of Commercial Insurance. It is a sub-organization of Accession Risk Management Group.

Funding

Current Stage
Late Stage

Leadership Team

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Martin Burlingame
Division President, One80 Binding
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Company data provided by crunchbase