Licensed Insurance Agent, Customer Service

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Polly

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

🤝 B2B

Insurance • Fintech • B2B

Polly is an insurance agency that specializes in providing auto, home, and business insurance solutions tailored for car dealerships. Their platform allows customers to easily compare quotes from over 40 trusted insurance companies, simplifying the insurance process both for dealerships and car buyers. With a commitment to offering comprehensive and competitive insurance products, Polly has helped customers save an average of $900 on auto insurance and has generated millions of quotes, making it a vital partner for both consumers and businesses in the automotive sector.

📋 Description

• Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc. • Account review for coverage changes and add new coverages to suit the client’s needs • Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed • Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures • Developing strong relationships with clients and carriers • Answer incoming calls & emails • Identify and assess customers’ need to achieve satisfaction • Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system • Perform special projects and other duties as assigned by management • Account round by cross selling additional lines of business

🎯 Requirements

• Proven customer support experience or experience as a customer service representative • Ability to multi-task, prioritize, and manage time effectively • Proficient in all Microsoft office applications • Strong attention to detail with time management and decision-making skills • Working comfortably in a high-volume work environment • Excellent written and verbal communication skills • Property & Casualty (P&C) Insurance License • Technically Savvy • Experience using AMS 360 or similar software • Bilingual in Spanish

🏖️ Benefits

• Medical, dental and vision insurance • HSA, FSA, Dependent Care FSA • 3 weeks paid time off with generous holiday time • Paid Parental Leave + baby cash • Matching 401(k) contributions • Life & disability Insurance • Work from anywhere options