Field Representative at Verisk evaluating commercial business sites for insurance coverage and risk assessment through onsite observations and reporting.
About the role
- Insurance Account Manager handling client inquiries and policy management for David Kay Insurance Agency. Responsible for maintaining solid customer relationships and providing service support.
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with new clients or support a producer to understand their needs, gather data, research policy options, present options, finalize and bind new coverage.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs.
- Confer with customers to provide detailed information about products and services, process renewals and/or cancel accounts, take payments, and provide documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution, expediting correction and following up to ensure resolution.
- Review audits or policies, verify accuracy and facilitate corrections as needed.
Requirements
- Hold the insurance license required by your state
- Minimum of two years of insurance account management experience
- Bachelor's Degree or comparable work experience
- Strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
- Strong customer focus and excellent phone manner
- Strong written and verbal communication skills
- Excellent math and reading skills
- Ability to handle difficult situations with customers and solve complex problems without direct supervision
- Excellent time management skills
- Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation
Benefits
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
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