Licensed Customer Service Insurance Representative

Ultipro; New Brighton, Northern (MN, KY); Hybrid; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Health Savings Account

Dental insurance

Vision insurance

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

Ultipro is hiring a Licensed Customer Service Insurance Representative in Minnesota to support day-to-day client service activities and contribute to profitability and growth targets.

The role involves assisting clients, underwriters and third parties, advising on coverage, processing policy changes, handling claims, and cross-selling opportunities within a hybrid full-time setup.

Qualifications

• High School Diploma or equivalent required.
• Two years of servicing experience with an independent agency (or equivalent).
• Property and Casualty license must be current.

Responsibilities

• Research and answer calls from clients, underwriters and third parties.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes and cancellations.
• Handle claims and billing inquiries.
• Foster and maintain relationships with insurance companies and underwriters.
• Provide quotes on current lines of business and cross-sell where appropriate.
• Report any potential HomeServices errors and omissions to management.

Skills

Property and Casualty License

Insurance operations knowledge

Personal lines products knowledge

Analytical and problem-solving skills

Oral and written communication

Interpersonal communication

Time management

Organizational skills

Risk assessment knowledge

Education

High School Diploma or equivalent

Tools

None

Job description

Licensed Customer Service Insurance Representative

Job Category: Insurance

Requisition Number: LICEN012202

• Full-Time
• Hybrid

Locations

Showing 1 location

MN-New Bright-14th St NW
New Brighton, MN 55112, USA

Description

To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met.

Job Duties and Responsibilities (Essential Job Functions)

Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)

• Research and answer calls from clients, underwriters and third parties.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes and cancellations.
• Handle claims and billing inquiries.
• Foster and maintain good working relationships with insurance companies and underwriters.

Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)

Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)

Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education:

• High School Diploma or equivalent work experience and knowledge.

Experience:

• Two years successful servicing experience with independent agency (or equivalent).

Knowledge and Skills:

• Property and Casualty License
• Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
• Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
• Excellent analytical, problem-solving, and decision-making skills.
• Excellent oral, written, and interpersonal communication skills.
• Proven automation, time management, and organizational skills.
• Familiarity with risk assessment and risk management techniques.

Wage: $23.50 - $28.70 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan, based on financial results.

Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.