Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
Supporting Agency leadership with special projects, client development and auditing policy information
Participating in agency-sponsored community events and service projects
Requirements
Relevant experience in roles that require attention to detail, strong communication skills and excellent customer service
Prior experience with the farm & ranch community or agriculture is highly preferred.
You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency.
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