Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business.
Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers.
Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Identifies and follows-up on cross-selling opportunities when appropriate.
Requirements
1-3 years of Insurance Industry or client service experience; Personal Lines preferred
Active state Property and Casualty license; or willing to obtain within 60 days of employment
High School diploma or equivalent; AA and/or college degree preferred
Provide superior customer service and problem-solving skills
Ability to interpret and understand insurance policy forms, coverage details, industry practices, and regulatory standards
Strong communication skills, both written and verbal with a high level of professionalism
Identify and initiate growth opportunities in account rounding & cross-selling
Proven ability to build relationships with clients, carriers, and internal partners
Ability to prioritize, multiple-tasks in a fast-paced environment with organization and accuracy
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work in a positive team environment and collaborative culture
Benefits
competitive and flexible benefits options
continuous opportunities for growth and development
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