Insurance consultant providing solutions for municipal and public sector clients. Role involves client interaction, negotiation, and insurance management in a hybrid work setting.
About the role
- Insurance Service Agent supporting RV insurance customers. Involves educating clients and processing insurance needs while ensuring excellent customer service.
Responsibilities
- Take customer calls and handle email correspondence regarding billing questions, online payments, renewals, and cancellations.
- Process incoming policy change requests from customers.
- Review policy coverages and issue certificates of insurance, evidence of insurance, or binders.
- Retain customers by overcoming objections to cancellation and providing effective solutions.
- Upsell ancillary products such as roadside assistance, tire & wheel protection, and pet insurance.
- Identify opportunities to cross-sell and transfer new business leads to the sales team.
Requirements
- Experience & Licensing: A minimum of 1 year of experience in property and casualty insurance (Broker, Captive, or Carrier) is preferred.
- Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service.
- Collaborative: You are eager to work in a fast-paced, team environment.
- Proactive & Organized: You have effective time management and a high level of performance under stress.
- Communication Skills: You have good written and verbal communication skills.
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
- Cultural Alignment: You live, promote, and appreciate our company culture.
Benefits
- Growth Opportunity: Join a company in its early stages and help build its foundation for success.
- Competitive Compensation: Receive a competitive salary with the potential for additional variable pay.
- Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.
- Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
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BU
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