Client Care Representative – Email Team

Job not on LinkedIn

🕒 June 25

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Logo of Agency Administrators, Inc.

Agency Administrators, Inc.

51 - 200 employees

🛡️ Insurance

🤝 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 by providing the highest level of professionalism • Prioritize email responses by thoroughly reviewing and understanding clients' needs • Obtain all necessary details to ensure endorsements are processed accurately • Process payments and provide clear explanations for insured's billing questions • Document and process policy cancellations properly • Conduct policy reviews with clients for underwriting accuracy and identify savings opportunities • Address company recommendations with insureds for carrier compliance • Navigate agency management system using proper workflows • Maintain up-to-date client files by attaching documentation and generating evidences of insurance

🎯 Requirements

• Current P&C Producer license • 2 Years minimum experience • 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 • Minimum of 2 years of related experience • Valid Property & Casualty (P&C) Insurance Producer License • 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.

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