Insurance Optimization Intern at The Auto Club Group developing dashboards for auditing projects and insurance optimization initiatives. Collaborating across business lines for meaningful insights and growth opportunities.
About the role
- Customer Service Representative at Steve Pore Insurance Agency handling inquiries and concerns professionally. Providing assistance with insurance policies and ensuring customer satisfaction.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Requirements
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Demonstrate strong customer focus and an excellent phone manner
- Display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
- Have excellent time management skills with a personal accountability mindset
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
- Minimum of two years of personal lines insurance account management experience
Benefits
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Licensed Insurance Agent at Schumacher Auto Group delivering tailored insurance solutions across personal and commercial lines. Hybrid opportunity requiring onsite presence for initial 90 days in Florida.
Licensed Insurance Advisor helping clients choose Health & Dental, Travel, and Life Insurance solutions at Manulife. Join a supportive team with training and continuous learning opportunities.
Head of Support Functions Oversight at M&G leading non - financial risk management across Group. Overseeing assurance activities and providing input into risk reporting and governance.
Client Advisor managing hybrid business insurance accounts for Marsh McLennan Agency. Handling client relationships, coverage analysis, and insurance services coordination.
Regional Insurance Manager accountable for centralized regional sales organization. Leading insurance business operations and driving growth with the Automobile Club of Southern California.
Placement Specialist marketing property and casualty insurance programs for large market accounts at Acrisure. Gathering and analyzing data, preparing submissions, and negotiating coverage terms.
Internship opportunities at FCCI Insurance Group for current undergraduate students. Gaining practical experience in departments such as Finance, Actuarial, and Tax Accounting.
Apprenticeship Program at FCCI for high school grads in Sarasota to pursue an Associate Degree while working part - time. Gain professional experience and job placement upon completion.
Quality Assurance Manager overseeing quality control processes in manufacturing for Pittini Group with a focus on compliance and continuous improvement.