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Polly · 5 months ago

Licensed Insurance, Customer Service Representative

United States

Full-time

Remote

New Grad, Entry Level

$43K/yr - $56K/yr

Polly is a leading embedded automotive insurance marketplace looking for a Customer Service Representative to join their Personal Lines Service team. The role focuses on providing outstanding service to customers, managing client accounts, and developing strong relationships with clients and carriers.

Enterprise SoftwareFleet ManagementInsurance

Responsibilities

Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc

Account review for coverage changes and add new coverages to suit the client’s needs

Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed

Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures

Developing strong relationships with clients and carriers

Answer incoming calls & emails

Identify and assess customers’ need to achieve satisfaction

Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system

Perform special projects and other duties as assigned by management

Account round by cross selling additional lines of business

Qualification

Customer support experienceProperty & Casualty Insurance LicenseMicrosoft Office proficiencyAMS 360 experienceBilingual in SpanishCommunication skillsAttention to detailTime management skillsAdaptabilityRelationship building