Personal Lines Insurance Client Care Representative – Phone Team

Job not on LinkedIn

🕒 April 1

🦌 Connecticut, Florida, +5 more states – Remote

🦌 Connecticut – Remote 🐊 Florida – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🌴 South Carolina – Remote

💵 $45k - $52k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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Agency Administrators, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🏢 Enterprise

Insurance • B2B • Enterprise

Agency Administrators, Inc. is a comprehensive customer care center specifically designed for independent insurance agencies. It provides a wide array of services including customer care, bookkeeping, premium payables, carrier communications, and more. Agency Administrators helps agencies grow by offering support services that eliminate the hassle and costs of managing customer service staff. The company also assists agencies in succession planning, enabling agency owners to step back from daily operations while maintaining ownership and income. With a process that includes discovery, underwriting, planning, and implementation, the company manages and reports the results of these services in real time, allowing agency owners to focus on other strategic initiatives.

📋 Description

• Optimizing Customer Service and Client Relationships • Policy Management including processing payments and providing billing explanations • Obtaining details to ensure endorsements are processed accurately • Generating and sending evidences of insurance such as binders and ID cards • Obtaining claim information and transferring to carriers • Documenting and processing policy cancellations properly • Conducting policy reviews with clients for underwriting accuracy • Addressing company recommendations to meet carrier compliance requirements • Maintaining up-to-date client files • Navigating agency management system using proper workflows

🎯 Requirements

• 2 Years minimum experience • Current P&C Producer license • Self-motivated with a drive to expand insurance knowledge • Strong organizational, time management, and prioritization skills • Solid work ethic and commitment to delivering exceptional service • Excellent verbal and written communication skills • Ability to develop trust and credibility quickly • Experience with Applied EPIC a plus.

🏖️ Benefits

• Paid Time off • Group Health Insurance • Short- and Long-term disability • Vision coverage • Life insurance • Company matched 401K and other benefits available.