Licensed Insurance Agent — Personal Lines & Customer Care (Remote)

Polly; United States; Remote; USD 42,000 - 54,000; Full time

Benefits offered by this job

Work from anywhere options

3 weeks paid time off with generousHOL

Matching 401(k) contributions

Life & disability Insurance

Medical, dental and vision insurance

HSA, FSA

Job summary

Polly is seeking a Licensed Insurance Agent and Customer Service Representative to join our Personal Lines Service team. You will handle policy changes, cancellations, updates, and payments while delivering outstanding service and building strong relationships with clients and carriers.

The ideal candidate holds a Property & Casualty (P&C) license, is proficient with AMS360 or similar software, and thrives in a high-volume, detail-oriented environment.

Qualifications

• 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

Responsibilities

• 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

Skills

Customer service

Multitasking

Time management

Attention to detail

Written & verbal communication

Microsoft Office

High-volume environment

Education

P&C Insurance License

Tools

AMS360

Job description

Polly is seeking a Licensed Insurance Agent and Customer Service Representative to join our Personal Lines Service team. You will handle policy changes, cancellations, updates, and payments while delivering outstanding service and building strong relationships with clients and carriers.

The ideal candidate holds a Property & Casualty (P&C) license, is proficient with AMS360 or similar software, and thrives in a high-volume, detail-oriented environment.