Remote Licensed Insurance Agent – Personal Lines

Polly; United States; Remote; USD 43,000 - 53,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

3 weeks paid time off and holidays

Matching 401(k) contributions

Work from anywhere options

Job summary

Polly is seeking a Licensed Insurance Agent, Customer Service Representative to join our Personal Lines Service team. You will service client accounts, process policy changes, and review coverages to meet client needs, while building strong relationships with clients and carriers.

Ideal candidates have proven customer support experience, a P&C license, and the ability to thrive in a high-volume 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

MS Office

Attention to detail

High-volume environment

Communication skills

P&C License

Tech savviness

AMS360

Bilingual Spanish

Tools

AMS360

Job description

Polly is seeking a Licensed Insurance Agent, Customer Service Representative to join our Personal Lines Service team. You will service client accounts, process policy changes, and review coverages to meet client needs, while building strong relationships with clients and carriers.

Ideal candidates have proven customer support experience, a P&C license, and the ability to thrive in a high-volume environment.