• Interact with customers by taking frontline, multichannel contacts, recommending the best pet health insurance option for their unique needs, and assisting with post-enrollment questions
• Receive and handle Healthcare and frontline customer service contacts according to business needs
• Use creativity and critical thinking skills to research, problem-solve, and determine appropriate solutions for the customer and follow up to resolve issues
• Develop a working knowledge of insurance and operate as an expert on Chewy’s pet health insurance plans, knowing the key features and options to recommend the best plan for pet parents
• Consistently offer understanding, active listening, patience, empathy, and kindness to customers and Team Members
• Go above and beyond to “Wow” customers when helping them find the right products, set up their accounts, track down orders, and sometimes get creative with solutions
• Operate with a willingness to learn by receiving and giving feedback in a way that promotes a culture of being open-minded to grow
• Learn and operate within Chewy and third-party insurance partner internal and external technologies to provide a consistent customer experience
• Successfully transfer customers to the third-party insurance partner
• Develop an understanding of selling techniques using the consultative sales approach to meet individual and team performance goals
• Conduct outbound calls to customers 

Skills: Customer Interaction, Problem Solving, Insurance Knowledge, Active Listening, Empathy, Sales Techniques, Technology Use, Outbound Calling

• Being available as the main point of contact to talk with Better borrowers and other interested insurance customers, and help them get homeowners' insurance
• Take a consultative sales approach to ensure that customers have the best insurance products for their unique needs
• Build and maintain relationships with insurance partners
• Create the strongest possible integrations with a network of carriers
• Working with internal teams and third parties to help ensure a smooth, efficient loan process for insurance customers
• Organizing and managing a pipeline of insurance customers
• Develop leads, schedule appointments and identify customer needs
• Suggest targeted insurance products to meet those needs
• Establish strong customer and community relationships, and follow up with customers
• Maintains all current licensing, agency and carrier compliance requirements
• Shows and creates a positive and professional working environment towards both customers and peers
• Markets the Company’s offerings by developing referral sources, including realtors/brokers, mortgage lenders, car dealerships, automotive repair shops, bankers, businesses, and AAA member referrals
• Maintains partnerships with insurance company representatives and underwriters, and works as a liaison between the client and the insurer

Skills: Consultative Sales, Relationship Building, Partner Management, Process Coordination, Pipeline Management, Lead Development, Compliance Knowledge, Referral Marketing

• Sells all Insurance products and services, meeting or exceeding sales goals
• Compiles coverage and rating information
• Confirms insurers' underwriting criteria, coverage, and premium data and furnishes the client with the best coverage and premium proposals
• Photograph the homes of prospective homeowner insurance clients
• Develops complete familiarity with Insurance Company and Agency tolerance for exposure
• Works with Quality Assurance and Underwriting department to assess non-standard coverage limitations and binding restrictions, minimizing errors and omissions exposures
• Assists with the resolution of issues 
• Provides Five Diamond Service to assist clients with answering questions or resolving problems
• Contact the Insurance company service staff for assistance
• Builds professional relationships with clients, Insurance Company representatives, dealerships, real estate agents, etc., to ensure the success of AAA Insurance and to broaden community knowledge of AAA Insurance products and services
• Works with fellow Club Insurance professionals to engender a teamwork atmosphere
• Participates in sales programs designed to develop insurance prospects
• Maintains prospect files on CRM
• Follows department policies and procedures for the receipt and processing of all new and renewal insurance payments
• Ensures Insurance clients understand the applications, payment, cancellation and endorsement policies and procedures
• Works with Accounting to resolve issues

Skills: Sales Achievement, Coverage Analysis, Underwriting Knowledge, Risk Assessment, Issue Resolution, Customer Service, Relationship Management, CRM Management

• Request, record and maintain necessary customer data accurately on all relevant systems
• Adhere to data protection duties and responsibilities as prescribed by the current regulation
• Provide customers with insurance cover that is appropriate for their requirements, while working on a non-advisory basis
• Treat customers fairly in all activities, adhering to any regulatory requirements
• Ensure that products are sold in a compliant manner as per FCA regulations
• Ensure that the potential customers are provided with all the relevant information about the policy
• Inform the customer about methods of payment and charges
• Utilise feedback and coaching opportunities relating to call evaluation and job performance in a positive manner
• Prepare and implement action plans for both improvement and development using SMART objectives
• Keep up to date with current schemes, products and processes to ensure quality of customer conversations and team performance

Skills: Data Management, Regulatory Compliance, Policy Matching, Customer Fairness, Product Knowledge, Payment Processing, Performance Improvement, Continuous Learning

• Comply with all Company policies and procedures
• Ensure agreed targets and objectives are met within the agreed time frames and highlight any issues faced, providing recommendations for resolutions 
• Present the underwriter/insurer with additional information to ensure the accurate provision of an insurance premium against the risk profile
• Refer quotes outside of authority to the appropriate person for consideration
• Effectively communicate with colleagues, customers and partners professionally and respectfully at all times
• Present ideas and raise concerns regarding employment through the relevant channels
• Utilise the company’s internal complaints management system to record all relevant instances and outcomes of expressions of dissatisfaction received from the Customer
• Remain compliant with systems and controls at all times
• Make risk mitigation a priority through compliance and accountability for any personal or perceived errors

Skills: Policy Compliance, Target Achievement, Risk Assessment, Quote Referral, Professional Communication, Complaint Management, System Compliance, Risk Mitigation

• Insurance sales experience or other professional services sales experience
• Experience working in a professional business environment 
• Strong track record of achievement and personal growth
• Strong sales ability and customer service skills
• Organizational and time management skills
• Must possess strong interpersonal communication skills
• Self-starter with the ability to influence others through effective verbal and written presentation skills
• Advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint
• Ability to learn any other appropriate insurance company and firm software programs

Qualifications: BS in Economics with 4 years of Experience

• Customer-facing experience in a fast-paced computer-automated business environment
• Proficiency in Microsoft applications, including Outlook, Word, and Excel
• Ability to navigate computer systems
• Excellent communication skills, such as written, verbal and listening
• Experience in sales and marketing of insurance products
• Passion for helping and providing top customer service
• Deep understanding of insurance products
• Experience in quoting and working with carriers to issue policies
• Strong attention to detail, excellent organizational project management skills 
• Ability to balance multiple priorities, maintaining the quality of work and adherence to deadlines 

Qualifications: BS in Finance with 5 years of Experience

• Basic computer skills, including proficiency with the Microsoft Office suite 
• Must have strong analytical skills
• Working experience in customer service 
• Experience using accounting or sales-related software
• Well-developed persuasion and negotiation skills
• Great interpersonal skills and a proven ability to build rapport with prospective and existing customers
• Effective time management and organizational skills
• Ability to complete tasks in a timely and accurate manner
• Ability to read, analyze, and interpret insurance policies, coverage, documents and regulations
• Demonstrates awareness of company policies and procedures while applying sound judgment within the scope of their empowerment and follows guidelines
• Must be able to work in a fast-paced, structured, dynamic and high-transaction environment
• Ability to maintain composure in stressful situations and manage and diffuse angry or upset customers

Qualifications: BA in Communications with 6 years of Experience

• Possess an upbeat, positive, enthusiastic, and persistent attitude
• Excellent communication/interpersonal skills
• Confidence to work efficiently independently
• Knowledge of insurance agency practices, including the scope of an agent’s authority
• Analytical skills to assess a situation, make decisions and apply Insurance Agency policies and procedures
• Ability to proactively and consistently close sales and generate referral opportunities by assessing customer needs, cross-selling and up-selling products and services
• Ability to maintain confidentiality
• Ability to read and follow work rules, safety practices, and work procedures
• Ability to apply sound judgement to produce appropriate outcomes in a variety of situations, including high volume and challenging situations
• Ability to prioritize, organize, and accomplish work to achieve specific goals
• Ability to operate a computer/mobile device with relevant software applications

Qualifications: BS in Insurance and Actuarial Science with 5 years of Experience

• Experience in writing property/casualty insurance
• Demonstrated tech aptitude in navigating sales support tools such as quoting engine, sales management, chat, and text
• Strong knowledge of various company auto and homeowner products
• Demonstrated skills in problem-solving and analysis
• Ability to manage time effectively
• Ability to function well within a team environment
• Demonstrated sales aptitude and ability to meet sales objectives
• Effective written and verbal communication skills
• Sales-minded and open to making contacts via phone and networking
• Passion for people and developing sales relationships
• Outstanding customer service skills
• Excellent time management and organizational skills
• Capable of achieving call center performance metrics and targets
• Able to work independently and seeks Supervisor support 

Qualifications: BS in Risk Management with 7 years of Experience