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Agency Administrators, Inc.AI

Personal Lines Insurance Client Care Representative- Phone Team

Agency Administrators, Inc.

Salary: $45K – $52K per year

United States only

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Job Profile and Description:

Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Client Care Representative to join our award-winning team.

Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.

We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.

As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.

Position Type: Full- Time

Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current P&C Producer license

Experience Required: 2 Years minimum

Job Responsibilities:


  • Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service

  • Policy Management including:

    • Processing payments and provide clear and comprehensive explanations to insured's billing questions

    • Obtain all necessary details to ensure endorsements are processed accurately and efficiently

    • Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy

    • Obtain claim information and transfer to carriers

    • Document and process policy cancellations properly

    • Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy

    • Address company recommendations with insureds to meet carrier compliance requirements

    • Maintain up-to-date client files by attaching documentation

  • Navigate agency management system using proper workflows

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:


  • Self-motivated with a drive to expand their insurance knowledge

  • Strong organizational, time management, and prioritization skills

  • Solid work ethic and commitment to delivering exceptional service

  • Excellent verbal and written communication skills to ensure professional and concise communication

  • Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport

  • Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License

  • Experience with Applied EPIC a plus

Salary and Benefits:

Pay: $45,000 to $52,000 per year

Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.

Salary: $45,000-$52,000

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Salary

Salary: $45K – $52K per year

Education

Professional certificate

Experience

2 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About Agency Administrators, Inc.

Learn more about Agency Administrators, Inc. and their company culture.

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Agency Administrators, Inc.

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