Essential Responsibilities:
Answers telephone calls in Spanish/English from insured customers inquiring about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
Processes policy transactions according to company procedures.
Effectively utilizes selected third-party systems for customer handling (e.
g.
, carrier sites, Applied Epic).
Ensures that client and policy information is up to date on the Epic system and completes all required documentation procedures.
Keeps P & C License active and increases insurance knowledge by attending carrier meetings and continuing education classes.
Attends internal office meetings and training as necessary.
Assists other team members as needed.
Handles other duties as assigned.
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
Minimum Required Skills and Competencies:
Fluency in both English and Spanish
Current P & C License
Excellent oral and written communication skills
Strong attention to detail
Excellent telephone skills
Dependable and punctual
Computer skills, including adapting to third-party systems.
Desired Skills and Competencies:
Previous experience with insurance software and related systems
Previous experience with or training in Microsoft Office products
Three or more years of independent Insurance agency experience or other comparable experience
Physically you can anticipate to:
Express or exchange ideas using the spoken word via email and verbally.
Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
Not substantially exposed to adverse environmental conditions.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.
#insurance
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
Whatsapp
