• Have and maintain a positive, upbeat, and motivational attitude. Negativity is a disease that spreads quickly. Keeping things positive is important to individual morale, as well as office and company morale.
• Greet customers, determine their needs, and direct to proper personnel. Be sure they are taken care of before answering the phone. Take payments and provide receipts.
• Be knowledgeable on service, billing, agency management system, and all company carrier websites.
• Be aware of coverage question restrictions, if not licensed.
• Know and use the tools/resources provided for ease of business.
• Prioritize and handle suspense’s by following written procedures. Ensure all downloads come in correctly and in a timely manner. Know who to contact if download does not come through. Know the Agency Bill carriers to ensure proper policy building and invoicing. Make sure any suspense created or updated is clear enough for someone else to come behind you and pick up where you left off.
• Responsible for updating mortgage information as we receive request from lenders for a client refinance. Must also be able to send proper documents to the lenders upon request within a 24-to-48-hour window. This will usually include proof of insurance, invoice or paid in full receipt.
• Be efficient at cancellation requests, sending DocuSign out to the insured and agent to sign, submitting to carrier and follow up for completion and cancellation download.
• Prioritize and respond to emails in a timely manner. Clean out your INBOX daily so that if you are out unexpectedly someone can pick up and work your emails easily.
• Answer phones promptly and assist clients’ needs and concerns. Receptionist is on the First Ring Group. Be available for backup on First Ring Group for other offices, if needed. Return all voicemails by end of day or at minimum, notify insured you are working on their file. Understand that while we have ring groups in place, sometimes it’s in the client’s best interest to help them rather than send to a VM. We want to avoid frustrating the client, take the time to listen to them and assure them we will get it handled. Remember, we are a Customer Service business and the phone ringing keeps us in business.

Job Type: Full-time

Pay: $25,000.00 - $31,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Office: 1 year (Preferred)

Work Location: One location

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