WorkatHome-JobBoard ยท 23 hours ago
Customer Service Advisor
Atascosa, TX
Full-time
Remote
Entry Level
$44K/yr - $74K/yr
1+ years exp
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Responsibilities
Use a consultative approach to resolve customer needs, establish trust, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Build and maintain relationships between members and nonmembers and insurance carriers, exercising technical knowledge and communicating solutions.
Use understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through accurate documentation.
Classify member's and/or non-members business and provide accurate risk management and risk mitigation solutions.
Facilitate account reviews, by using the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk.
Research industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Use Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to appropriately select product and carrier offerings.
Use Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Calculate Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provide select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Ensure 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
High School Diploma or General Equivalency Diploma.
1 year of insurance sales and service experience and/or experience working in a commercial insurance, high value, or broker agency setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
Preferred
2 or more years of Commercial Lines Insurance account management experience writing new business. (Not including renewals and/or servicing)
2 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a multiple carrier environment.
Active P&C General Lines License for home state.
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
