Job Summary: 

• Review policy documentation and determine applicable regulations, procedures and special instructions
• Evaluate and accept new and renewal business and endorsements following prescribed guidelines and established department goals within the scope of authority level
• Provide direct policy services to agencies, including endorsement processing, cancellation processing, reinstatement processing, clue review, inspection review and rejection review
• Recognize market opportunities and capitalize upon them through effective and frequent communication with the company's sales force
• Develop and maintain strong and productive agency relations through excellent verbal and written communication
• Gather and recognize important agency activity to present for discussion and agency visits
• Prioritize, organize and schedule daily workload
• Serve as a role model and knowledge resource to train less experienced staff
• Maintain a positive, upbeat and enthusiastic attitude while providing remarkable customer service to customers and dealership staff
• Various office duties such as answering multi-line phone systems, filing, faxing, scanning, and maintaining a clean office space
• Maintain a minimum of 50 Contacts per day
• Network within and outside the auto group
• Complete outbound calls to assist in servicing and cross-selling to current customers
• Complete insurance needs analysis for customers who have accepted an insurance review
• Maintain and keep up to date on all required education, including product knowledge and continuing education requirements for the state

Skills on Resume: 

• Policy Review (Hard Skills)
• Business Evaluation (Hard Skills)
• Policy Services (Hard Skills)
• Market Recognition (Soft Skills)
• Agency Relations (Soft Skills)
• Workload Management (Soft Skills)
• Staff Training (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Working with existing clientele to solve their insurance needs
• Writing auto, home, life, and health insurance
• Taking payments and properly entering them
• Following up on company requests for client information
• Provide a memorable customer experience 
• Interacting with potential/existing clients
• Answering questions and providing input related to questions about the company, its unique offering, and its products
• Provide support for property and casualty policyholders
• Process policy changes and payments, help resolve billing issues, and perform data entry
• Verify new customers' coverage and present policyholders with proof of insurance paperwork
• Send newsletters, emails, and other forms of correspondence to customers
• Forward all filed claims to the appropriate department for handling and investigation

Skills on Resume: 

• Client Support (Soft Skills)
• Insurance Writing (Hard Skills)
• Payment Processing (Hard Skills)
• Information Follow-up (Soft Skills)
• Customer Experience (Soft Skills)
• Policy Support (Hard Skills)
• Data Entry (Hard Skills)
• Coverage Verification (Hard Skills)

Job Summary: 

• Maintain understanding of offered health, dental, and other ancillary products including eligibility, reporting rules, and online shopping
• Assist customers, brokers and their clients with the submission of new enrollments, as well as changes to existing membership
• Consult with customers and broker customers regarding health and dental insurance options during open enrollment
• Handling a high volume of enquiries from customers through inbound telephone activity, email and web chat
• Responding to all customer service requirements to agreed service levels, procedures and guidelines
• Providing relevant and accurate details to customers through an in-depth knowledge of the business and the services it provides
• Meet and exceed assigned individual and team targets
• Aim to resolve all queries on a first call resolution basis
• Act in a compliant and secure manner in accordance with policy and procedures

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Enrollment Assistance (Hard Skills)
• Insurance Consulting (Soft Skills)
• Inquiry Handling (Soft Skills)
• Service Compliance (Hard Skills)
• Information Accuracy (Hard Skills)
• Target Achievement (Soft Skills)
• Query Resolution (Soft Skills)

Job Summary: 

• Verify claims facts, determine policy coverage, and review insurance contracts
• Interact internally with departments and externally engage with claimants, medical providers, and other insurance companies
• Advises staff on questions of coverage, compensability, liability, claim value and strategy
• Provide updates on any irregularities and discrepancies to find appropriate solutions
• Ensures that timely, adequate reserves have been established
• Identify and resolve problems and make time-sensitive decisions independently
• Contribute to creating a dynamic team environment that achieves positive outcomes
• Review, approval and payment of medical bills and bills from other service providers
• Provide top-notch customer service by maintaining a dedication to meeting the expectations and requirements of internal and external customers

Skills on Resume: 

• Claims Verification (Hard Skills)
• Coverage Review (Hard Skills)
• Contract Analysis (Hard Skills)
• Discrepancy Resolution (Soft Skills)
• Reserve Management (Hard Skills)
• Problem Solving (Soft Skills)
• Team Contribution (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Supports the agency manager/senior agent with scheduling and developing new business opportunities
• Assists in the collection of clients' personal and business information for applications and renewals
• Markets policy applications to various companies to obtain competitive products and pricing
• Prepares professional proposals and renewal packages that support customer retention and agency profitability
• Prepares Certificates of Insurance, orders Loss Runs, processes Cancellation Requests
• Provides Business customers with claims service and reporting
• Processes changes and endorsements to commercial lines policies
• Records policy information and account activities into the Agency Management System (Applied – EPIC)
• Assists with various marketing efforts, attends community events, supports sales initiatives with mail merge and conducts market research
• Perform all actions relating to the public, individuals and companies, in a manner that will avoid potential errors and omissions
• Responsible for compliance with regulations, including Anti-Money Laundering, PATRIOT Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures and Privacy and Confidentiality requirements

Skills on Resume: 

• Business Support (Soft Skills)
• Information Collection (Hard Skills)
• Policy Marketing (Hard Skills)
• Proposal Preparation (Hard Skills)
• Claims Service (Hard Skills)
• Policy Processing (Hard Skills)
• Market Research (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Prepare quotes for agents from phone calls, faxes, or emails
• Complete Insurance Company, General Agent, and policy verifications and documentation
• Activate, fund, and resolve account discrepancies
• Update policy numbers on accounts and run credit checks
• Confirm fund receipt to the General Agent or the Insurance Company
• Provide customer support for questions about payments due
• Update addresses on accounts, process Speed-Pay payments, and ensure that all correspondence is handled properly
• Monitor and report on agency production
• Manage recurring payment schedules
• Manage and convert sales leads for assigned agency groups
• Manage and convert outside sales leads to promote profitable growth
• Responsible for sales goals based on the company budget

Skills on Resume: 

• Quote Preparation (Hard Skills)
• Policy Verification (Hard Skills)
• Account Management (Hard Skills)
• Credit Checks (Hard Skills)
• Payment Support (Soft Skills)
• Production Monitoring (Hard Skills)
• Lead Conversion (Soft Skills)
• Sales Growth (Soft Skills)

Job Summary: 

• Receive and field incoming calls
• Receive and process requests for proofs of insurance
• Respond to and correct rejected COIs (including in ISNetWorld)
• Receive and process MVR requests
• Maintain up-to-date records in information management systems (Applied Epic, Zywave, Indio)
• Review client utilization of the risk management portal at renewal to ensure access is granted
• Assist the Account Manager and Account Executive in setting up the client portal for new business and renewal submissions to insurance companies
• Help the Account Executive process new business quoting tasks (e.g., data entry into Epic and submissions, online quoting, etc.)
• Assist the Account Manager with renewal processing
• Process policy data that downloads overnight
• Request and gather loss histories from insurance companies
• Submit claims to insurance companies
• Become, and remain, up to date with carrier processes and functions

Skills on Resume: 

• Call Handling (Soft Skills)
• Proof Processing (Hard Skills)
• COI Management (Hard Skills)
• Record Maintenance (Hard Skills)
• Portal Setup (Hard Skills)
• Quote Assistance (Hard Skills)
• Renewal Processing (Hard Skills)
• Claims Submission (Hard Skills)

Job Summary: 

• Establish and develop customer relationships and follow up with customers promptly
• Servicing, reviewing and remarketing client polices
• Provide prompt, accurate and friendly service
• Respond to inquiries regarding insurance availability, eligibility, coverage, policy changes, claims submissions, and billing verification
• Contribute to individual goals and agency success through cross-selling and new initiatives
• Ensuring all productivity, quality, and service standards are met
• Implementing client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review
• Maintaining current, accurate data in the agency management system
• Developing and maintaining positive, productive relationships with agents, managers, peers, co-workers, teammates, and employees
• Receiving inbound calls from insurance customers who need assistance with billing questions or concerns
• Maintain an acceptable attendance record
• Operating accurately and efficiently in a fast-paced environment
• Handling multiple responsibilities at once
• Maintaining composure in escalated situations

Skills on Resume: 

• Customer Relations (Soft Skills)
• Policy Servicing (Hard Skills)
• Inquiry Response (Soft Skills)
• Cross Selling (Soft Skills)
• Policy Administration (Hard Skills)
• Data Maintenance (Hard Skills)
• Call Handling (Soft Skills)
• Multitasking Ability (Soft Skills)

Job Summary: 

• Research and reinstate policies within the authority level provided
• Process policy reinstatements and pay plan changes
• Research payee changes and submit to the Corporate Office for approval
• Handle escalated phone calls referred by other customer service departments
• Respond to customer service emails and make decisions
• Triage and research complex customer service inquiries
• Process and/or provide direction on escalated transactions from the processing team
• Identify customer service and processing issues and trends and recommend procedure changes
• Listen and formally audit customer service calls and elevate 
• Review and formally audit customer service transactions and data entry
• Identify customer service and processing issues and trends

Skills on Resume: 

• Policy Reinstatement (Hard Skills)
• Payment Processing (Hard Skills)
• Payee Research (Hard Skills)
• Call Handling (Soft Skills)
• Email Response (Soft Skills)
• Inquiry Triage (Hard Skills)
• Process Auditing (Hard Skills)
• Issue Identification (Soft Skills)