WorkatHome-JobBoard ยท 5 hours ago
Customer Service Advisor
San Antonio, TX
Full-time
Remote
Senior Level
$74K/yr - $142K/yr
6+ years exp
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Responsibilities
Serves as a team leader, coach, mentor, role model, and change agent to a team of employees who provide personal lines insurance
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence issues and exceptions.
Applies Agency Management Systems for operating in a multi-carrier environment to provide Day to Day operational support.
Maintains high degree of industry expertise and knowledge of industry trends to facilitate and support the technical and interpersonal skills development of their team.
Drives business results and revenue/product goal attainment; ensures team members provide appropriate product solutions to meet member needs.
Handles member and team issues and makes appropriate risk decisions based on policies.
Collaborate with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, contributing to the department success.
Responsible for assessing internal/external talent with the talent acquisition team to make informed hiring decisions.
Responsible for leading team in support of achieving individual and team goals, holding them accountable for performance and actions and developing employees through regular mentor and timely feedback.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Qualification
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Required
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of insurance sales and service experience to include at least 2 years of experience in Personal Lines insurance.
2 years of direct team lead, supervisory or management experience.
Experience with Agency Management Systems.
Ability to work in agile and dynamic environment.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
Preferred
Experience providing personal lines insurance solutions for customers/members in the California market.
Sales leadership experience with proven results in developing impactful teams.
Experience working with a CRM platform.
Experience with Excess & Surplus Lines.
US military experience through military service or a military spouse/domestic partner.
Benefits
Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education
Company
WorkatHome-JobBoard
WorkAtHome-JobBoard is the leading job search site specializing in the best remote, part-time, freelance, and flexible jobs available.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
