Policy Service Agent

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🔥 7 minutes ago

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Logo of AIS Insurance

AIS Insurance

501 - 1000 employees

Founded 1968

Insurance

AIS Insurance is a company specializing in providing a range of insurance products and services. The company focuses on protecting individuals and businesses by offering tailored insurance solutions that meet their specific needs. AIS Insurance aims to deliver quality service and peace of mind through comprehensive coverage and expert guidance in navigating the insurance landscape.

📋 Description

• Under moderate supervision, works in a fast-paced professional call center environment providing excellent customer service to customers on both inbound and outbound calls. • Services and assists in maintaining existing Private Passenger Automobile, Homeowner and Commercial policies. • Work and complete all applications and processes necessary to tend to customer concerns and inquiries in an expeditious manner. • This involves utilizing in-depth understanding of products and underwriting guidelines to collect customer information, evaluate and properly address individual risks including counseling customers on coverage or quoting additional lines of business; auditing and following up with customers to ensure completion of applications, open issues and policy changes, and provide policy verification as needed; servicing and maintaining existing accounts via phone with multiple carriers in multiple states, to include quoting/cross-selling/up-selling of insurance products as well as handle all policy inquiries and changes. • Interact with Underwriters to respond to general questions or resolve complex underwriting policy issues. • Resolve general billing inquiries and process basic payments. • Utilize in-depth understanding of related products and systems knowledge to complete tasks independently and in a timely manner; completes project work as assigned.

🎯 Requirements

• Knowledge of customer service skills/customer-focused sales; strong persuasive ability required. • Extensive knowledge of state-specific underwriting guidelines and Mercury’s underwriting protocols. • Broad knowledge of Company policies and procedures • Proficiency in Microsoft applications (Word, Excel, Outlook, etc.) and the ability to effectively utilize internal computer systems and applications • Strong attention to detail and excellent organizational skills • Strong written and verbal communication skills • Strong technical skills • Strong customer service skills and the ability to interact with our customers as well as our internal business units in a professional manner • Ability to work in fast-paced environment, multi-task, be able to prioritize workflow, and organize various communications in a timely manner as needed • Ability to analyze customer needs, problem solve and make sound business decisions. • High School diploma or its equivalent • Bachelor's degree a plus • Active Resident General Lines Property & Casualty (P&C) license required • Must be eligible to obtain licensing in all states • Ability to obtain an appropriate P&C equivalent license in other Mercury states as required • 2 years of directly-related Property & Casualty Insurance experience in a call center and/or customer service environment • Bi-lingual (Spanish) preferred, but not required • Mercury Insurance Group experience a plus

🏖️ Benefits

• Competitive compensation • Flexibility to work from anywhere in the United States for most positions • Paid time off (vacation time, sick time, paid Company holidays, volunteer hours) • Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus) • Medical, dental, vision, life, and pet insurance • 401 (k) retirement savings plan with company match • Professional development & promotional opportunities • Education assistance and training programs • Company recognition program • Mental wellbeing and caregiver support resources

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