Licensed P&C Insurance Client Advisor

Couri Insurance Agency, Inc; Waukesha (WI); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

Couri Insurance Agency, Inc is seeking a customer service oriented professional in Wisconsin to assist clients with policy information and inquiries. The role requires reviewing applications, processing policy changes, and handling policy cancellations.

The candidate will also assist with reinstatements, claims data gathering, and quotes to fit client needs. Ideal candidates have a P&C license, office experience, and strong communication, typing, and data entry skills.

Qualifications

• Insurance experience is required.
• Must have a P&C license.
• Office experience and strong communication skills are required.
• Typing, data entry and computer skills are necessary.
• Strong organizational skills and ability to work independently.

Responsabilités

• Interact with customers to provide information about policies and answer inquiries.
• Review applications to ensure all information has been received.
• Process policy changes to reflect customer requests.
• Handle policy cancellations and policy reinstatements as needed.
• Gather data for insurance claims from clients.
• Assist with quoting by finding appropriate companies for client needs.

Connaissances

Customer service

Communication

Typing

Data entry

Computer skills

Organizational skills

Formation

P&C License

Outils

MS Office

Policy admin software

Description du poste

Couri Insurance Agency, Inc is seeking a customer service oriented professional in Wisconsin to assist clients with policy information and inquiries. The role requires reviewing applications, processing policy changes, and handling policy cancellations.

The candidate will also assist with reinstatements, claims data gathering, and quotes to fit client needs. Ideal candidates have a P&C license, office experience, and strong communication, typing, and data entry skills.